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.
86 
12 Tax-Smart Charitable Giving Tips for 2023
Advisor Perspectives
MARCH 29, 2023
Charitable planning is an important topic to discuss with your clients, especially if they’re facing extraordinary taxable events this year. You can add value to your clients by sharing these tax-smart giving strategies for 2023.
Join 36,000+
Insiders
Sign Up for our Newsletter
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Trending Sources
What High-Net-Worth Prospects (Really) Want From A Financial Advisor
Nerd's Eye View
JANUARY 22, 2024
For example, an advisor may think of "risk management" in terms of life and property insurance coverage, whereas HNW clients may instead think of tax and estate-planning strategies as asset protection measures – particularly for the future wealth of their heirs.
Win-Win Charitable Giving
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 Giving: Enhancing Wealth with Purpose and Impact
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.
Identifying the four stages of transition for widows
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.
DAF Before QCD? A Charitable Giving Strategies Q&A with Dr. James
eMoney Advisor
NOVEMBER 29, 2022
Below I’ve answered common questions from financial advisors on coordinating a client’s RMD with a QCD to make the most of tax benefits, whether clients should first fund a donor-advised fund (DAF) before a QCD, as well as some general guidelines to follow. The QCD is generally more tax-advantaged if you are giving cash.
Let's personalize your content