Mullen and Schaaf Join Lutz Financial
Meghan Mullen joins the firm as a receptionist, where she is responsible for client inquiries as well as coordinating communications between clients and advisors. Meghan received her Bachelor’s degree in dietetics from the University of Nebraska.
As a client service associate, Jessica Schaaf is responsible for the preparation and filing of client data as well as ensuring an exceptional client experience during every interaction. Jessica received her Bachelor’s degree in business administration from the University of Nebraska at Omaha.
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Qualified Charitable Distributions, or QCDs, are a tax provision allowing people age 70 ½ or older to designate funds from pre-tax IRAs to be sent directly to a charity(s). Initially, QCDs were a temporary provision in the tax code as part…read more
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