Doing Good GIVES You a Tax Break! Part 3

Doing Good GIVES You a Tax Break is a three-part series. Learn how being charitable can improve your tax situation in retirement! Watch Part 3 on Donor Advised Funds below. If you haven’t already, watch part 1 on Qualified Charitable Distributions here. To learn about a unique strategy for reducing the tax bill watch part 2 of the webinar series here. You can also check

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Doing Good GIVES You a Tax Break! Part 2

Doing Good GIVES You a Tax Break is a three-part series. Watch Part 2 on Bunching below. If you haven’t already, watch part 1 on Qualified Charitable Distributions here. You can also check out our recent blog about Required Minimum Distributions (RMDs) for background information. Next time, we will learn about how Donor Advised Funds can be used

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Doing Good GIVES You a Tax Break! Part 1

Learn how being charitable can improve your tax situation in retirement! Doing Good GIVES You a Tax Break is a three-part series. Watch Part 1 on Qualified Charitable Distributions below. You can also check out our recent blog about Required Minimum Distributions (RMDs) for background information. Join us next time to learn about a unique strategy to

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WBIR: Planning for Retirement

More than half of pre-retirees expect to continue working in retirement, but, how many retirees actually continue to work?  Our moneyman, Certified Financial Planner Paul Fain joins us again to review your money and your future.   PAUL, WITH PEOPLE LIVING LONGER IT SEEMS REASONABLE TO ASSUME THAT WE WILL WORK LONGER IN SOME CAPACITY…

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