One Retirement Source

Newsletters

Keep an Eye Out for IRS-Related Scams

Although IRS scams are especially prevalent during tax season, they also take place throughout the year. This article identifies some common tax scams and offers tips to help avoid becoming a victim.
IRA Distributions Can Benefit Your Favorite Cause … and Your Tax Bill

IRA owners who are 70½ or older can give to charity without itemizing and still get a tax break. Find out how.
New Life for Your Old Insurance Policy

Did you know that there are alternatives to abandoning or surrendering current life insurance coverage? Learn more in this article.
Stretch IRA Alternatives

The 2019 SECURE Act effectively eliminated the stretch IRA. Explore three alternatives to help preserve wealth and pass it to beneficiaries.