Charitable Giving

HNWI: Charitable Giving Tips This #GivingTuesday

Charitable giving presents high-net-worth investors with a distinctive opportunity to impact organizations and causes close to their hearts. Giving Tuesday gives retirees a prime opportunity to amplify the effect of their charitable contributions. High-net-worth individuals (HNWI) closing in on retirement can capitalize on strategies like qualified charitable distributions from IRAs and the potential to itemize […]

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charitable giving

Tax-Friendly Charitable Giving Strategies for Retirees

As the leaves start to turn, you can turn your attention to autumn-themed ways to give back through volunteering or donating. Charitable giving can help those in need and give retirees purpose and fulfillment. However, tax considerations are crucial in charitable donations, especially for retirees living on fixed incomes.  In this blog, we will explore tax-friendly charitable giving strategies that

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