Wealth Management

MARCH 13, 2023

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

Charitable Planning 264

Charitable Planning Assets Retirement Planning 264

NAIFA Advisor Today

DECEMBER 2, 2024

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.

Charitable Planning 52

Charitable Planning Retirement Planning Clients 52

Million Dollar Round Table (MDRT)

JULY 21, 2022

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.

Charitable Planning 97

Charitable Planning Estate Planning Retirement Planning Tax Planning 97

MainStreet Financial Planning

DECEMBER 19, 2022

Charitable donations can lock in tax deductions that will save you money. 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!

Charitable Planning 52

Charitable Planning Taxes Financial Planning Assets 52

Brown Advisory

JUNE 16, 2016

Midyear Planning Tools for 2016. Yet despite a heavy dose of recent market volatility, the planning environment in 2016 is relatively stable. Yet despite a heavy dose of recent market volatility, the planning environment in 2016 is relatively stable. Thu, 06/16/2016 - 15:22. Presidential election. Economic growth in the U.S.

Planning 52

Planning Taxes Assets Clients 52

Ballast Advisors

SEPTEMBER 5, 2024

Charitable giving is more than an act of kindness; it is a cornerstone of comprehensive wealth management. For individuals and families looking to make a lasting impact, integrating philanthropy into their financial planning offers both personal fulfillment and strategic benefits.

Wealth Management 52

Wealth Management Taxes Charitable Planning Estate Planning 52

Robert B. Ritter Jr.

APRIL 30, 2022

The post Blog #220: Testing Financial Tolerance™ for Zero Estate Tax Using InsMark’s Premium Financing and Wealthy and Wise first appeared on Bob Ritter's Blog, ideas for financial service professionals.

Financial Services 40

Financial Services Taxes Planning Clients 40