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How charitable donations can replace the stretch IRA
The stretch strategy, which allowed beneficiaries to spend down inherited traditional IRA assets over the rest of their lives, all but disappeared with the passage in 2019 of the SECURE Act.
Tax planning moves to end the year right
Here are some strategies for clients eager to lock in tax-efficient financial decisions before year-end
The importance of giving back to your community
If you're thinking of joining a nonprofit board, pick an organization you care about.
How to pick apart charitable trusts
The benefits of charitable trusts vary — particularly when it comes to interest rate environments.
