Investors find themselves engulfed in an economic climate that features
historically low interest rates on fixed income investments.
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IRA Rollover Can Reduce Tax on Social Security BenefitsPosted June 2017
Many donors are aware of the attractive benefits of the IRA charitable rollover—but one advantage that is not widely known is that it can reduce the portion of your Social Security benefits ...
Using Appreciated Stock to Fund Charitable Gifts Can Be a Good Move—Even if You Are Bullish on a Stock’s FuturePosted May 2017
One of the most tax-savvy moves a donor can make is to use appreciated stock to fund charitable gifts.
How Much of a Deduction Will Your Charitable Gift Generate? You Choose!Posted April 2017
One of the most attractive benefits derived from charitable planning is the charitable deduction, which reduces the out-of-pocket cost of your generosity.
A Charitable Solution to an Unwelcome SurprisePosted March 2017
You come home in early evening, open the front door, and you are met by fifty people singing “Happy Birthday” as lights flash from their cameras. This is a pleasant surprise...
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