News - advisors

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  Planning for retirement and giving to charity: Intertwined solutions in economically puzzling times

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  Playbook: Helping clients organize their giving through a donor advised fund

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  QCDs: Good news and important reminders

  Qualified Charitable Distributions, or “QCDs,” have been in the news a lot lately, especially in light of proposed SECURE Act 2.0 legislation that passed the House of Representatives in March and is now pending in the Senate.
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  Income timing: A NIMCRUT could hold the key

  Clients who own closely-held businesses, real estate, or even cryptocurrency may be good candidates for a particular type of charitable remainder trust known as a NIMCRUT, which is short for “Net Income with Makeup Charitable Remainder Unitrust.” 
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  Social consciousness: Today's expectations of advisors

  Especially over the last few years as social consciousness has increased, many of your clients have no doubt become more interested in how they can make a difference through their philanthropic activities, whether those activities include giving to favorite charities, volunteering, serving on boards of directors, purchasing products that support a cause, and respecting a sustainable environment.
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