Join us for Allied's video segment, Allied Quick Hits, where we bring you timely updates on frequently asked questions from our clients. Each brief episode covers a topic that's top-of-mind, with discussions ranging from financial education, current events to market updates, and more.
This week, we're diving into the alphabet soup of personal finance - QCDs, RMDs and IRAs. We'll decode how these letters can work together to maximize tax benefits, generate income and support your philanthropic goals in retirement.
If you have an idea for a future Quick Hits topic, we would love to hear it. Stay tuned for more quick, informative updates in future Allied Quick Hits!
The views expressed in this newsletter represent the opinion of Allied Investment Advisors, a Registered Investment Adviser. This material is for informational purposes only. It does not constitute investment advice and is not intended as an endorsement of any specific investment or services. The information provided herein is obtained from sources believed to be reliable, but no representation or warranty is made as to its accuracy or completeness. Investing in equity securities involves risks, including the potential loss of principal. While equities may offer the potential for greater long-term growth than most debt securities, they generally have higher volatility. International investments may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles, or from economic or political instability in other nations. Past performance is not indicative of future results. Investments are not a deposit of or guaranteed by a bank or any bank affiliate. Please notify Allied Investment Advisors if there have been any changes to your financial situation or investment objectives or if you wish to impose or modify any reasonable restrictions on the management of your accounts through Allied Investment Advisors.
