Donor-Advised Funds allow parents and children to participate together in choosing charitable causes to benefit, while taking a tax deduction in the year of the contribution.
Donating Now, Designating Later
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IRAs in estate planning
Weaving Required Minimum Distribution Strategy Into Your Estate Plan
Required Minimum Distributions from IRAs and 401Ks have both tax and estate planning ramifications. Several tactics meant for tax planning can relate directly to one’s estate plan.
Who Wants to Be an IRA Beneficiary?
On both the giving and the receiving end, there are things that are important to consider in naming IRA beneficiaries.
Getting It Just Right on Roth IRA Conversions
The SECURE Act opened up new opportuntities for both estate and retirement planning based around IRA conversionns.
IRA Ins and Outs under CARES and SECURE
There are opportunities to use IRA accounts in estate and tax planning because of the two latest pieces of legislation called CARES and SECURE.
