Tax breaks for charitable donations come in many flavors, and this year Congress has a new one for seniors called an IRA charitable gift annuity. It allows older owners of traditional IRAs to donate ...

"Your clients can use up to $53,000 of their IRA's Required Minimum Distributions (RMDs) to make life-income charitable gifts." Your clients can use up to $53,000 of their IRA's Required Minimum ...

Investors who chafe at having to take required minimum distributions (RMDs) each year have a new tool to help them reduce the tax bite of these withdrawals – and provide retirement income for life. A ...

Charitable gift annuities are one of the simplest ways of giving but one of the most overlooked. That was the word from two members of PNC Institutional Asset Management’s planned giving solutions ...

Believe it or not. I know a financial planner who is so into pension plans that he has named his three Golden Retrievers—Roth, Keogh and 401(k). He just got an adorable puppy; he named him IRA. I'll ...

Middle aged senior old couple holding documents reading paper bills paying bank loan online, calculating pension fees, payments, taxes, planning family retirement money finances using laptop at home.

<div class="Section1">The interest of a donee spouse in a joint and survivor annuity in which only the donor and donee spouses have a right to receive payments during ...

The Tax Cuts and Jobs Act of 2017 will expire at the end of this year unless Congress acts. Some of those expiring provisions affect charitable gift planning. What charitable planning techniques can ...