Year-end planning review checklist
A checklist can help investors assess personal finances for a year-end planning review to determine if action is needed.
Tag: IRA charitable donation
Finding the right option for charitable giving
With the range of funding alternatives and strategies, it’s important for donors to understand their options for charitable giving.
Donate — from an IRA — and save
The Internal Revenue Service requires retirees to take annual minimum distributions from individual retirement accounts (IRAs). In situations where clients don’t rely on that money for income, they may consider making a charitable donation with the proceeds. IRA account owners must start taking required minimum distributions at age 70½, and report the distribution as taxable