Investing

Get Income for Life & a Tax Write-Off If you like the idea of helping others while still helping yourself, a gift annuity might be exactly what you’re looking for. These annuities, also known as charitable annuities, give a donor an income for life, along with tax benefits. Charitable annuities provide the same income...
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There are a number of ways in which you can benefit from charitable giving. In addition to supporting the organization of your choice, you can also realize significant tax benefits through a carefully constructed trust. Understanding Charitable Remainder Trusts A charitable remainder trust is created by transferring ownership of appreciated property to an irrevocable...
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There is a new bill in the House and if it gets passed there will be good news to some. The passing of the bill would mean that you could get a tax break by turning some of your savings from retirement into a lifetime annuity. The Retirement Security Needs Lifetime Pay Act (H.R....
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How Can I Control the Distribution of My Estate? Estate planning is crucial if you want to ensure your assets are distributed to your heirs as you would wish. Without a will, distribution of your estate will be handled by probate courts according to state law. The courts will also decide who will be...
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