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.
