“They aren’t for everyone, but this sort of donation could generate income, Eileen Ambrose writes in Kiplinger’s Personal Finance, referring to charitable gift annuities. Typically a contract between you and your alma mater (or other institution), the charitable gift...
If you inherit an IRA from a parent or sibling, writes Eric Vogt in Forbes, you probably have many questions: What options do I have for taking distributions? What are the tax implications? How do I incorporate this inheritance into my existing financial plan? Two...
“Social Security is known as the ‘third rail’ of politics: American voters are so protective of the federal retirement program that they’ll electrocute any politician who messes with it,” quips Richard Stolz in Employee Benefit Advisor. The problem for advisors,...
