Good news: Through hard work, savings and diligent investing, you retired with $1 million or more in pre-tax IRA funds! Bad news: The government wants its piece of the pie and starts taxing your IRAs in your 70s. Now back…Read More
A Donor-Advised Fund (DAF) is a convenient way make charitable gifts over a long period of time. Here’s how it works: 1) Set up a DAF investment account. 2) Fund the account with a charitable donation and enjoy the tax benefit…Read More
This may be relevant if you are interested in some combination of the following… You want to be involved in charitable giving. You are seeking tax deductions. You want to take your time to determine the proper array of charities…Read More
