Charitable Planning with Retirement Assets
Wealth Management
MARCH 13, 2023
Legacy IRAs and charitable remainder trusts are powerful tools to help defer or avoid certain taxes.
Assets Charitable Planning Retirement 
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Win-Win Charitable Giving
MainStreet Financial Planning
DECEMBER 19, 2022
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! Donate appreciated assets instead of cash. Bunch donations.
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Charitable Giving: Enhancing Wealth with Purpose and Impact
Ballast Advisors
SEPTEMBER 5, 2024
Strategic charitable planning can involve various forms of giving, each with distinct tax implications: Cash Donations : Direct contributions are straightforward and offer immediate tax deductions up to 60% of your adjusted gross income (AGI). does not provide investment, tax, legal, or retirement advice or recommendations.
Strategic Planning in Volatile Markets
Brown Advisory
APRIL 1, 2020
These planning opportunities are driven primarily by four factors: Materially lower market values for publicly traded securities, and a likely downturn in valuations of real estate and other illiquid assets. Deferral of required retirement plan distributions. GIFT AND ESTATE TAX PLANNING Outright Gifting.
Strategic Planning in Volatile Markets
Brown Advisory
APRIL 1, 2020
These planning opportunities are driven primarily by four factors: Materially lower market values for publicly traded securities, and a likely downturn in valuations of real estate and other illiquid assets. Deferral of required retirement plan distributions. GIFT AND ESTATE TAX PLANNING.
Midyear Planning Tools for 2016
Brown Advisory
JUNE 16, 2016
A good example took place in 2012; at the time we helped many clients prepare for anticipated changes to policy regarding taxes on asset transfers. But in 2016, there are no such policy reasons driving us to action in advance of a specific planning deadline. If there were, we might recommend bigger steps, as we have in the past.
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