TAG: Financial Planning
Given the late 2014 rule change and ongoing uncertainty surrounding QCDs, this is a good time to review a few charitable giving basics. By planning in advance, you can ensure your giving strategy benefits from all available tax deductions.
Despite having an up-to-date will, you may not have selected the best way to pass a retirement account on to heirs.
A total return approach to generating portfolio cash flow helps balance risk and return, enabling a portfolio to meet retirees’ long-term spending needs.