For Individuals | Clear Investment Research, Llc | Alpharetta | Page 2 of 3

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CLEAR INVESTMENT RESEARCH, LLC

NEW ESTATE PLANNING RULES

Joe Jennings

Aug 23, 2022

NEW ESTATE PLANNING RULES

MAKING AND KEEPING YOUR ESTATE PLAN UP TO DATE

Joe Jennings

Aug 17, 2022

MAKING AND KEEPING YOUR ESTATE PLAN UP TO DATE

QUALIFIED TERMINABLE INTEREST PROPERTY TRUST

Joe Jennings

Aug 16, 2022

QUALIFIED TERMINABLE INTEREST PROPERTY TRUST

ROTH CONVERSIONS DURING MARKET DOWNTURNS

Joe Jennings

Aug 12, 2022

ROTH CONVERSIONS DURING MARKET DOWNTURNS

DONATE YOUR REQUIRED MINIMUM DISTRIBUTION (RMD) TO A CHARITY OR CHARITIES

Joe Jennings

Aug 11, 2022

DONATE YOUR REQUIRED MINIMUM DISTRIBUTION (RMD) TO A CHARITY OR CHARITIES

MAKE CHARITABLE DONATIONS WITH APPRECIATED STOCK

Joe Jennings

Aug 10, 2022

MAKE CHARITABLE DONATIONS WITH APPRECIATED STOCK

BUNCHING OF CHARITABLE DONATIONS

Joe Jennings

Aug 10, 2022

BUNCHING OF CHARITABLE DONATIONS

FUND YOUR IRA EVERY YEAR

Joe Jennings

Aug 9, 2022

FUND YOUR IRA EVERY YEAR

OPTIMIZE YOUR WORK RETIREMENT PLAN, 401(k), 403(b), 457, ETC

Joe Jennings

Aug 9, 2022

OPTIMIZE YOUR WORK RETIREMENT PLAN, 401(k), 403(b), 457, ETC

TAXATION OF HEALTH SAVINGS ACCOUNTS

Joe Jennings

Aug 8, 2022

TAXATION OF HEALTH SAVINGS ACCOUNTS

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