Michael S. Haddigan
Certified Estate Planner™
Registered Representative
Investment Adviser Representative
Meridian Financial Services, LLC
3585 E. Gulf To Lake Hwy. Inverness, FL 34453
Michael S. Haddigan
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
This article explains environmental, social, and governance (ESG) investing and its potential effect on portfolio performance.
Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.