Wealth Management

MARCH 13, 2023

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

Charitable Planning 104

Charitable Planning Assets Retirement Planning 104

MainStreet Financial Planning

DECEMBER 19, 2022

But what if you could do good for the charity and your taxes at the same time? 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. Bunch donations. Donate directly from your IRA.

Charitable Planning 52

Charitable Planning Taxes Assets Financial Planning 52

Ballast Advisors

SEPTEMBER 5, 2024

Financial and Tax Benefits of Charitable Giving From a financial perspective, charitable giving offers significant tax benefits. Donations to qualified organizations are tax-deductible, reducing your taxable income and potentially lowering your tax bill. Broadridge Investor Communication Solutions, Inc.

Wealth Management 52

Wealth Management Taxes Charitable Planning Estate Planning 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 81

Charitable Planning Estate Planning Retirement Planning Tax Planning 81

Robert B. Ritter Jr.

MAY 30, 2022

(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this Blog were created using the Loan-Based Split-dollar System and Wealthy and Wise®) Blog #221 follows up on Blog #220, which described coupling Premium Financing with Wealthy and Wise® to produce a powerful wealth planning concept called “Zero Estate Tax.”

Taxes 40

Taxes Financial Services Planning Certified Financial Planner 40

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

Brown Advisory

JUNE 16, 2016

And there are no looming changes to tax policy and little discussion of new proposals as we head into the general election. With tax policy in a steady state and relatively calm economic conditions, there are no strong external reasons to make major planning adjustments.

Planning 52

Planning Taxes Assets Clients 52