QCDs can be a powerful tax-planning tool. This flowchart can help determine if you are eligible.

Depending on your situation a Roth IRA may be a good idea. Make sure you are eligible before setting up an account.

You should be aware of any taxes and penalties associated with withdrawals from your Roth IRA. This flowchart can help.

There are instances where you may not be eligible for Medicare Part A &B. Use this flowchart as a guide to determine your eligibility.