Retirement planning mistakes to check before December 31, from required withdrawals to beneficiary forms
November 3, 2026

Annual Financial Review: Five Planning Decisions With No Deadline

By Alex Langan, JD, Chief Investment Officer Langan Financial Group · 7 min read Some parts of a retirement plan arrive with a date attached. Medicare open enrollment runs from October 15 through December 7. Required withdrawals start at a set age. Tax returns are due in April. Other decisions come without a set date. They rarely arrive with a...
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Qualified charitable distribution: age 70 and a half or older, sent straight to charity, left out of income
October 23, 2026

Qualified Charitable Distributions: How Direct IRA Gifts Work

A qualified charitable distribution sends IRA money straight to charity. See who qualifies, the 2026 limit, and the RMD rules....
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Harrisburg, PA Office

Address: 1863 Center St, Camp Hill, Pa 17011
Phone: 717-288-1880

York, PA Office

Address: 3405 Board Rd, Suite 200, York, Pa 17406
Phone: 717-773-4085