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Charitable Planning with Retirement Assets

Wealth Management

Legacy IRAs and charitable remainder trusts are powerful tools to help defer or avoid certain taxes.

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Bridging Charitable Planning with Retirement Income

NAIFA Advisor Today

Discover how to seamlessly combine charitable giving with retirement income strategies in our upcoming webinar Bridging Charitable Planning with Retirement Income on Tuesday December 10, 2024, from 12:00 to 1:00 pm Eastern.

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Identifying the four stages of transition for widows 

Million Dollar Round Table (MDRT)

This is the time to do comprehensive financial planning: retirement planning, investment planning, tax planning and estate planning. Discuss more advanced estate planning, charitable planning and special family issues.

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Win-Win Charitable Giving

MainStreet Financial Planning

Having a simple plan and willingness to use alternatives to cash donations can help you lower your tax liability. Check out these charitable giving tax strategies to create your win-win charitable plan that you can implement throughout the year! Bunch donations. Open a donor-advised fund.

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Charitable Giving: Enhancing Wealth with Purpose and Impact

Ballast Advisors

Financial and Tax Benefits of Charitable Giving From a financial perspective, charitable giving offers significant tax benefits. does not provide investment, tax, legal, or retirement advice or recommendations. Broadridge Investor Communication Solutions, Inc.

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Strategic Planning in Volatile Markets

Brown Advisory

These strategies may include the conversion of an IRA or qualified retirement plan to a Roth IRA , because the tax consequences of such a conversion are based on asset values at the time of conversion, and any future growth in value will avoid income taxation, both within the plan and at the time of distribution to the plan beneficiary.

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Strategic Planning in Volatile Markets

Brown Advisory

These strategies may include the conversion of an IRA or qualified retirement plan to a Roth IRA , because the tax consequences of such a conversion are based on asset values at the time of conversion, and any future growth in value will avoid income taxation, both within the plan and at the time of distribution to the plan beneficiary.