Four Purpose-Driven Ways to Use Your IRA RMDs By Drake Richey For many business owners and wealth creators in retirement, the IRA is a relic of earlier accumulation — a tax-deferred account that now forces withdrawals you may not need. Whether it’s your own IRA...
Five Financial Advantages of Donor-Advised Funds (DAFS) By Drake Richey For more information on what a DAF is, click here. For individuals and families who want to make a lasting charitable impact while maximizing tax efficiency, Donor-Advised Funds (DAFs) have...
The Planned Power of Donor-Advised Funds: A Smarter Way to Give By Drake Richey Philanthropy plays an increasingly important role in comprehensive financial planning. For individuals and families who wish to make a lasting charitable impact while maximizing tax...
Why Now Might Be the Right Time to Contribute to Your Donor-Advised Fund By Drake Richey As the end of the year approaches, many individuals and families begin reviewing their finances, preparing for tax season, and thinking about how they can make a meaningful impact...
