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.


Jennifer Noble – Connect with Jennifer!

Plenteous Financial Wellness Wheel

Plenteous Financial Wellness Wheel

In the pursuit of a plenteous life, consider cash flow planning, education and career planningrisk and insurance planningtax planninginvestment planningretirement planningeldercare planning and estate and gift planning.