by Steve Carr | May 13, 2021 | Financial Strategy, Giving, Peloton Updates |
A Qualified Charitable Distribution (QCD) is an allowed distribution from an IRA to a non-profit organization. First introduced as part of the Pension Protection Act of 2006, these distributions remain an option for donors today. While QCDs were available last year,...
by Steve Carr | Nov 13, 2020 | Giving, Peloton Updates |
Who taught you to ride a bicycle? You probably know exactly who it was and you may even have memories of that day (hopefully good memories!), but if you’re reading this, odds are very high that you do know how to ride a bike. Many kids, even today, cannot say the...
by Steve Carr | Jun 14, 2019 | Financial Strategy, Giving, Investing, Peloton Updates, Tax |
Financial planning is a very broad term. One common public conception is that it involves budgeting, or strategies to pay off credit cards. This is a simplistic but positive view. In the worst case, “financial planning” is nothing more a series of 20 year...
by Steve Carr | May 11, 2018 | Giving, Peloton Updates, Tax |
Generous givers don’t normally make charitable decisions based primarily on the tax benefit. But changes to the tax law in 2017 created some interesting opportunities to explore new strategies. One such opportunity is to front-load charitable gifts for one or more...
by Steve Carr | May 4, 2018 | Giving, Peloton Updates |
“Do what you can, with what you have, where you are.” -Theodore Roosevelt Businesses everywhere operate in community contexts. Technological advancements allow us at Peloton to work from virtually any location, as long as we have a reliable, secure connection. Our...
by Steve Carr | Aug 22, 2016 | Giving, Peloton Updates |
Charitable Giving + Required Minimum Distributions – How it Works Required Minimum Distributions (“RMDs”) are an annoyance for many IRA investors. The benefits of an IRA, tax-deductible contributions (for some) and tax-deferred growth (for everyone), make them...
