2017 Year End Reminders

Required Minimum Distributions (RMDs)

Reminder that if you are 70+ years old, you need to take a minimum amount of money from any IRA you have.  Click here for a reminder on what an RMD is or contact a Financial Advisor at Hummel Group for more information.


Donor-Advised Funds

Looking to make a charitable donation before the end of the year?  Not sure where to give?  A donor-advised fund allows you to make a contribution now and decide later where the assets are allocated and provide an opportunity for you to donate to multiple charities. Contact a Financial Advisor at Hummel Group for more information on Donor-Advised Funds.

Please feel free to contact us online, set up an appointment or call our office at 800-686-2602.