For Easy Tax-Advantaged Charitable Gifting, Consider This
Consider retirement accounts when making charitable gifts in life and/or at death. Creative thinking when making charitable gifts allows you to maximize your overall contribution to your favorite charity by making a tax-free contributing a tax-free portion on which your heirs would have owed taxes.
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Jennifer Noble – Connect with Jennifer!
Plenteous Financial Wellness Wheel
In the pursuit of a plenteous life, consider cash flow planning, education and career planning, risk and insurance planning, tax planning, investment planning, retirement planning, eldercare planning and estate and gift planning.