Charitable Giving
Learn about the most effective ways your clients can contribute to charities that align with their personal philanthropic goals while also reducing their taxes.
IRS Settlement Program Could Affect 412(i) Plans And Advanced ESOP, Roth IRA and Charitable Giving Strategies
By Allison BellThe Internal Revenue Service is trying to get some users of 412(i) defined benefit pension plans and 20 other tax-cutting vehicles to come to ...
October 27, 2005
Combining Charitable Giving With Variable Universal LifeHelping parents accomplish financial and charitable objectivesOne in four parents between the ages of 70 and 79 is charitably inclined and one in two ...
October 01, 2005
Giving With Head as Well as HeartAt a time when Americans are being asked to give generously and then give again to help rebuild the lives of displaced evacuees of Hurricane...
October 01, 2005
Catching Up With . . . Kathleen CamilliJust before Hurricane Katrina struck a glancing category 1 blow at south Florida and then roared through the Gulf of Mexico to devastate Louisiana and...
September 28, 2005
The New Domino Theory: SFSP Likes CollaborationPhoenixOne response to the increasing fragmentation of the financial services community in recent years has been partnering among its various players. The benefits of ...
September 14, 2005
Katrina Brings Larger Charitable DeductionsMany taxpayers wait until the end of the year to make charitable donations. Recently passed legislation now permits larger than normal charitable deductions but ...
September 08, 2005
Conseco Chairman To Give Up Eecutive RoleR. Glenn Hilliard says he will be giving up day-to-day involvement in the operations of Conseco Inc.[@@]Hilliard, 62, the former chairman of ING Americas, ...
August 31, 2005
Building A Socially Responsible Nest EggBoomers want peace of mind and ease of livingMany boomers can rest easy at night in the simple knowledge that they have enough capital ...