Using Qualified Plans And IRAs In Charitable Giving
By Eva VictorUsing Qualified Plans And IRAs In Charitable Giving ByCharitable giving can play a unique and valuable role in an estate or financial plan while making ...
November 25, 2003
H.R. 1: More Than Medicare ReformByCongressional passage of H.R. 1, the Medicare Prescription Drug, Improvement and Modernization Act of 2003, should open up new opportunities for insurers to sell health ...
November 25, 2003
Split Your Clients Charitable Gifts: Give Today, Provide For TomorrowSplit Your Clients Charitable Gifts: Give Today, Provide For TomorrowMany clients pride themselves on their charitable interests. In working with clients on their charitable goals, ...
November 25, 2003
Life Insurance: Cost-Effective Way To Generate Funds For CharitiesLife Insurance: Cost-Effective Way To Generate Funds For CharitiesByIt seems silly to spend 100 cents on the dollar to make charitable gifts when a more ...
November 25, 2003
Help Your Clients Make The Most Of Their Charitable GiftsEach year, Americans give billions of dollars to support their favorite charities. Total charitable giving reached $240.92 billion in 2002, with 76.3% of that figure ...
November 25, 2003
Talking To Clients About CharitiesByWorking in the charitable giving area has great rewards for planners: It helps them build better relationships with clients while aiding their local charitable ...
November 25, 2003
Insurers Ready For AICPA Guideline On Guarantees In Variable ProductsInsurers Ready For AICPA Guideline On Guarantees In Variable ProductsByInsurers have started announcing anticipated charges to reflect a new accounting guideline that will largely affect ...
November 24, 2003
Stock Funds Gather AssetsNov. 21, 2003 -- Stock funds gained assets in the week ended Nov. 19, while investors pulled money out of bond funds, according to TrimTabs.com. Domestic...