Charitable Planning, Taxes and Webinar - Financial Advisor Source

Pro Tips for Using Client Education to Boost Financial Planning

eMoney Advisor

JANUARY 31, 2023

When we first started offering client webinars, we traveled to our regional offices to conduct events that were focused on market outlook. When the pandemic hit, we continued to offer these events, but they became quarterly webinars. For example, when we did a webinar about planning for college, it was right before the FAFSA® deadline.

Education

Education Financial Planning Clients Planning

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.

Charitable Planning

Charitable Planning Distribution Taxes Clients

Financial Advisor Source

Pro Tips for Using Client Education to Boost Financial Planning

DAF Before QCD? A Charitable Giving Strategies Q&A with Dr. James

Webinars

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