Retirement assets are becoming an increasingly important part of charitable planning. Americans hold more than $50 trillion in retirement accounts, nearly $20 trillion of which is held in IRAs. Meanwhile,
As you guide clients through ongoing market uncertainty, you may be noticing that conversations are becoming as much about perspective as performance metrics. While headlines may or may not ultimately
If you know the basics of Qualified Charitable Distributions (QCDs) but have a hard time envisioning exactly what to say and do when they come up in a client conversation,
As the year progresses, charitable giving often takes center stage—but the smartest giving strategies start now. If you’re 70½ or older and have an IRA, you have a unique opportunity
