Smart Gifting Using Retirement Assets
The potential for higher tax rates, coupled with markets near or at all-time highs, are keeping investors and their advisers on alert. While investors save to cover future spending, their advisers are helping to evaluate wealth-transfer opportunities. A tailored strategy can integrate gifts to both individuals and charity as part of a lifetime or legacy plan.
Even those who are saving for retirement may benefit from taking advantage of lower tax rates and getting in front of potential tax changes on the horizon.
With no shortage of available charitable solutions, evaluating a plan for assets earmarked for spending as well as charity is beneficial. Identifying appropriate alternatives to meet both
