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News & Press

The Tax Benefits of Donating to Charity

Monday, September 24, 2018

First, by making the donation, you avoid any long-term capital gains tax on the asset. "That will help you reduce your taxable income," says Ed Slott, a CPA who educates financial advisers on IRA and retirement planning strategies. 

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Naming trusts as IRA beneficiaries

Tuesday, September 18, 2018

IRA expert Ed Slott makes an important point regarding naming trusts as IRA beneficiaries. “There is no tax benefit that can be gained with a trust that cannot be gained without one.”

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