As we make our way through the holiday season, many of us reflect on the causes that matter most and how we can make a meaningful impact. For those nearing retirement, charitable giving can be especially rewarding, combining personal values with financial benefits. However, navigating the various ways to give strategically can be complex, especially […]
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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
HNWI: Charitable Giving Tips This #GivingTuesday Read More »
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
Tax-Friendly Charitable Giving Strategies for Retirees Read More »
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