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Retirement Planning Process | Integrated Retirement Advisors | Nahum

Integrated Retirement Advisors

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Nahum Daniels, CFP @NahumDaniels·

Do you have plans for charitable giving? Here’s how to vet a charity.

If you would like to discuss this or any other financial matter, please be sure to call us so we can get you on our schedule as soon as possible. Call (203) 322-9122.

https://money.usnews.com/money/personal-finance/articles/how-to-vet-a-charity

Nahum Daniels, CFP @NahumDaniels·

Today is “Giving Tuesday.”

Remember, the CARES Act changed the rules for charitable giving for 2020. For a simple explanation of the rules, here’s a link to the Make-A-Wish website: https://wish.org/stimulus

Call us at (203) 322-9122.

Nahum Daniels, CFP @NahumDaniels·

Here are some things to know about your limits for IRAs, 401(k)s and more for 2021.

Read: https://bit.ly/36mrn0x

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Phone: (203) 322-9122
Email: nahum@integratedretirementadvisors.com

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Integrated Retirement Advisors, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Integrated Retirement Advisors, LLC a Registered Investment Advisor in the State of Connecticut. Insurance products and services are offered through Nahum Daniels, LLC, an affiliated company. Integrated Retirement Advisors, LLC and Nahum Daniels, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Connecticut or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Images, photographs and videos are included for the sole purpose of visually enhancing the website. None of them include current Clients. They should not be construed as an endorsement or testimonial from any of the persons portrayed.