Christine Messmer
Certified Financial Planner®
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Monday, January 12, 2026 - Broadridge Content
2026 Key Numbers
1 Contribution is fully deductible if minimum contribution amount is met and cost of token gift does not exceed maximum
Read more...Monday, January 12, 2026 - Broadridge Content
With a decade left before retirement, consider getting a jump start on your finances with these steps.
Read more...Monday, January 12, 2026 - Broadridge Content
Consider a tax-advantaged IRA to build assets for retirement.
Read more...Monday, January 12, 2026 - Broadridge Content
Qualified charitable distributions (QCDs) are distributions made directly from an IRA to a qualified charity. Such distributions may be excluded from income and count toward satisfying any required minimum distributions (RMDs) you would otherwise have to receive from your IRA. Individuals age 70½ and older can make QCDs up to $111,000 (in 2026, $108,000 in 2025).
Read more...Wednesday, January 7, 2026 - Broadridge Content
A gift is a voluntary transfer of money or property from one person to another person or entity (such as a trust) where the person making the gift receives either nothing or a lesser amount of money or property in return. In the context of education planning, gifting is usually implemented as a strategy when parents want to shift income to their child and reduce taxes. This ability to shift income and reduce taxes works best when the parents are in a high tax bracket and the child is in a low tax bracket.
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