As seen in Kiplinger Archives - Charles W. Rawl & Associates, LLC

How to Find the Retirement Strategy That Works for You

A retirement strategy designed for your needs You want a retirement strategy that’s based on your situation and designed for your needs and your comfort level, rather than relying on a one-size-fits-all approach. Feeling overwhelmed by the dizzying array of retirement advice that seems to be all around — on the internet, in your mailbox, in the news or from a neighbor or relative? Have you ever been to a seminar or met with a financial adviser and felt like you were a square peg being forced into a [...]

By cwrawl|2023-07-05T11:27:22-05:00June 9, 2023|Categories: Articles, Smart Investing|Tags: As seen in Kiplinger, Retirement Planning|

Tax-Savvy Charitable Giving With QCDs Can Benefit Both Giver and Receiver

A qualified charitable distribution, or QCD, might be the answer for you – but watch those rules. Plenty of retirees like to give back to their communities through charitable donations, but questions often arise over the best way to do that. What approach is efficient, provides the tax benefits you’re after, and also is advantageous for the charity that’s on the receiving end? One possibility is a qualified charitable distribution (QCD), a tax-savvy way to reduce your taxable income and maximize your donations, whether you itemize deductions on your [...]

By cwrawl|2022-10-25T13:18:19-05:00October 12, 2022|Categories: Articles, Smart Investing|Tags: As seen in Kiplinger, IRAs, QCDs, Taxes|

Should You Defer Your Taxes Until Retirement?

When it comes to taxes, there’s an expensive difference between smart planning and just plain procrastination. At Charles W. Rawl & Associates, we strive to achieve three Critical Outcomes. Critical Outcome #1 is that our retirement income plan is Tax Savvy. Sometimes it is necessary to throw out conventional wisdom! Tax deferral can be a powerful incentive for funding a retirement account. It is difficult to ignore the allure of a plan that allows you to save on taxes now as you save money [...]

By cwrawl|2022-09-27T08:00:43-05:00November 19, 2019|Categories: Articles, Smart Investing|Tags: As seen in Kiplinger, Taxes|

Charlie Rawl is keenly focused on helping his clients work toward their retirement dreams through a comprehensive financial strategy. He has distinguished himself throughout his career as a troubleshooter and problem-solver, designing and implementing creative solutions to often-complex challenges.

He has three decades of experience in financial services, encompassing commercial banking, insurance and investment management. This diverse experience gives him an invaluable perspective in conducting detailed analyses and creating state-of-the-art wealth management and retirement income solutions.