Define your income and spending plan ... accounts should be the first place you look to make those gifts, whether during your lifetime or at death. Expand strategies for gifting your annual ...

Can money buy happiness? An age-old question with as yet no definitive answer. The ancient philosophers could not find it, ...

By diversifying your retirement income sources to include some of these tax-free options, you can potentially lower your ...

This figure will now be adjusted annually for inflation. 3. It allows for a distribution from your IRA to fund a life-income gift*. These types of life-income gifts allow you to make a gift to the ...

Giving gifts during your lifetime is one of the simplest ways ... does not apply to gifts made out of so-called “excess” income. This means you can give as much as you like without worrying ...

For many years, the charitable community has sought legislation that would treat the transfer from an IRA to a life-income gift as a qualified charitable distribution (QCD). We are thrilled to report ...

While gifts of complex assets can be used to support the College ... Under certain conditions, donors may be able to use the proceeds of the liquidated asset to fund a life-income arrangement, such as ...