Funds held in individual retirement accounts are without question the best assets to give to charity. Since IRAs are loaded with taxes, why not help clients relieve that tax burden by using the IRA for charitable giving now? Show clients who regularly give to charity how to use their IRA for those gifts.
What do I need to rock my financial life before year end? You’re in luck because we’re bringing in the “A” team, with great advice from two titans: Barbara Corcoran and Ed Slott. Ed will kick things off by helping us all rethink tax planning, then Barbara Corcoran will help you launch or reboot your business.