by Jon Sevenker | Nov 14, 2018 | Charitable Giving, P&A Articles
As we approach the end of 2018, those of you who have a Fidelity donor-advised fund (DAF) need to be aware of several tax-related deadlines. However, before we jump into these deadlines, let’s define two terms tied to DAFs that can be confusing: contributions and...
by Jon Sevenker | Sep 14, 2017 | Charitable Giving, P&A Articles, Retirement
Nearly two years ago, Congress did something they generally don’t…they made a decision that actually benefits savers! Did you know that if you’re over the age of 70.5 and are the owner of a traditional IRA you can use your required minimum distribution (RMD) to...
by Trey Pittenger | Jan 18, 2017 | Charitable Giving, P&A Articles
Giving generously and unconditionally can break the power that money has on you. This is a very powerful money lesson and hopefully, you have found a giving rhythm in your financial life. For years, we have helped our clients not only to feel empowered and to give...
by Jon Sevenker | Dec 30, 2015 | Charitable Giving, P&A Articles
Since 2006, taxpayers over the age of 70 ½ have been allowed to make a Qualified Charitable Distribution of up to $100,000 per year directly from their IRA to a charitable organization. The catch has been that taxpayers typically must wait until December to find out...
