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Article Archive
September 2024
How a Charitable Gift Can Help Rebalance Your Portfolio
Is it time to rebalance your portfolio? If so, read more to learn tax-smart ways you can make a gift that meets both your financial and charitable goals.
Previous Articles
National Make-A-Will Month: The Perfect Time to Create or Update Your Estate Plan
How Charitable Giving Leads to Meaningful Legacies
Three Questions to Ask Yourself to Ensure the Most Impactful Giving
How Did You Do on the Finance 1040 Final Exam?
Two Simple Ways to Make Tax-Wise Charitable Gifts from Your IRA
How to Make the Most of the Type and Timing of Your Charitable Gift
Maximize Your Philanthropy and Minimize Your Taxes with a Charitable Trust
Planned Giving Possibilities: The New Year Is a Great Time to Review Your Options
Bunching Deductible Expenses This Year Can Ensure Greater Tax Savings for You
Two Ways to Give from Your IRA—Including a New Opportunity for 2023
Celebrating 15 Years of National Estate Planning Awareness Week: October 16-22, 2023
70½ or Older? Use Your IRA Funds for Tax-Advantaged Giving
August Is National Make-A-Will Month—Is It Time to Create or Update Your Will?
Do You Know the 6 Ways Your Assets Could Be Distributed?
A Qualified Charitable Distribution May Reduce Taxes on Your Social Security Benefits
Why Now Is a Good Time to Make a Planned Gift with Appreciated Stock
Three Deduction Opportunities to Consider This Tax Season
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