by rebeccageyer | Sep 1, 2020 | charitable giving, retirement and estate planning, Tax Planning
Not very many things seem to be certain these days, but the old saw about death and taxes may be important to keep in mind for your end-of-year planning. In fact, Andy Ferguson, writing in financial-planning.com, believes that between now and the end of 2020,...
by rebeccageyer | Mar 25, 2020 | charitable estate planning, charitable giving
“The purpose of charitable tax deductions is to reduce your taxable income and your tax bill, – and improving the world while you’re at it,” begins an article in Fidelity Charitable. That’s certainly one way to put it, but here at Rebecca W. Geyer &...
On behalf of Rebecca W. Geyer & Associates P.C. | Dec 19, 2018 | charitable estate planning, charitable giving, philanthropy, philanthropy in estate planning
“Philanthropy can be a differentiator,” the CEO of Exponent Philanthopy tells financial planners. “It can strengthen a client relationships over the long term and even extend to multiple generations.” Yet, in a U.S. Trust survey of 100 people with $3 million or more...
On behalf of Rebecca W. Geyer & Associates P.C. | Aug 9, 2018 | charitable giving, Estate Planning
After you attain the age of 70 1/2, you’re required to take a minimum distribution from your retirement plans on an annual basis, regardless of whether or not you need the money. If you don’t need your required minimum distribution (RMD) and have a...
On behalf of Rebecca W. Geyer & Associates P.C. | Jul 25, 2018 | charitable estate planning, charitable giving, Indiana estate planning
“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...
