Gifting

Dec 12, 20241 min read

Five Tax-Savvy Ways To Donate This Holiday Season

Tis’ the season for giving, and your donations can actually give back to you by lowering your tax bill. With a charitable donation , you...

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Dec 21, 20231 min read

'Tis the Season for Charitable Giving's Many Benefits

The holiday season is the perfect time for families to discuss charitable giving. With everyone gathered for holiday get-togethers, an...

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Feb 23, 20231 min read

What’s A QCD?

A Qualified Charitable Distribution is a mechanism by which you use your required distributions from your retirement accounts to...

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Nov 23, 20211 min read

Four Ways to Maximize Charitable Giving Impact in 2021

We all continue to navigate the challenges of a once-in-a-lifetime global pandemic. And despite these difficult times, we have witnessed...

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Oct 15, 20201 min read

When can I start making charitable donations from my IRA?

Q: I turn 70½ this year so I was going to start making my charitable donations from my IRA but now I hear the magic age for required...

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May 13, 20201 min read

3 Ways Grandparents Can Help Pay for College

Hi RetirementGuy Community. Here is an article I want to share with you from the WSJ (Wall Street Journal). Many of you may have recalled...

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