Life Insurance Archives - Charles W. Rawl & Associates, LLC

Zach Rawl Joins Charles W. Rawl & Associates as Insurance and Risk Management Analyst

Zach Rawl has joined Charles W. Rawl & Associates as insurance and risk management analyst. Zach joins the firm after nearly four years at National Western Life Insurance Company in Austin where he excelled as a sales associate and then as regional wholesaler. His primary focus will be the analysis, design, and servicing of life insurance and annuity solutions, as well as designing and implementing creative strategies to fund long-term care. Zach will also help the team review and implement risk management strategies for our clients. Zach graduated from The [...]

By cwrawl|September 27, 2024|Categories: News|Tags: Life Insurance|

Navigating Qualified Charitable Distributions in 5 Easy Steps

What is a qualified charitable distribution (QCD)? A QCD is a distribution from an IRA that goes directly to a qualifying charity and is not included in the taxable income of the IRA owner. A QCD cannot be made from an employer plan. A QCD can be up to $100,000 a year, per individual. 1. Either an IRA owner or a beneficiary can do a QCD. The individual must be at least age 70½ at the time of the transaction. Reaching age [...]

By cwrawl|August 31, 2022|Categories: Articles, The Slott Report|Tags: Life Insurance, QCDs, 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.