Charitable Remainder Trust: The Stretch IRA Alternative
The SECURE Act killed the stretch IRA, but a properly constructed charitable remainder trust can deliver similar benefits, with some caveats....
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The SECURE Act killed the stretch IRA, but a properly constructed charitable remainder trust can deliver similar benefits, with some caveats....
People leave a lot of money on the table by waiting until late in the year to consider their charitable gifts....
By Dr. Jim Dahle, WCI Founder Giving money away can be an important part of the financial life of high earners like white coat investors. It can help the recipient and the giver, and we're not just ta...
MAKING A CHARITABLE GIFT Why sell shares when you can give them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than selling them....
By Eric Rosenberg, WCI Contributor Cryptocurrency and other blockchain assets offer unique opportunities for charitable donations. Like cash, you can send cryptocurrency to a charitable organization, ...
Noob here- sorry if this is addressed elsewhere, and if so, please send links! But having recently retired, I’m curious what your strategy is for charitable giving (for those here who can afford...
Congress might bring back the charitable deduction for non-itemizers....
The holidays are a perfect time to not only be thankful, but also support others. Learn how I give back as an early retiree with these charitable giving strategies....