If you’re charitably-inclined, have an IRA account, and are over the age of 70 ½–or soon will be, you’ll want to know about Qualified...
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How to support Give to Lincoln Day with IRA distributions
Since many of our clients have ties to Lincoln, we are passing along information about Give to Lincoln Day and how to utilize an IRA to fund...
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Charitable endeavors & generosity
Over the years, we have been proactive in telling our clients about strategies they can use to be philanthropic. One of those strategies is to...
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5 ways to gift to your children
“The love you express to your children is infinitely more valuable than any possession you could give them. You can educate them in prestigious...
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Support your Huskers, save on taxes!
Pretty soon, you’ll be seeing red everywhere. With Huskers sports season about to kick off, fans will be showing support for their beloved...
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Charitable contributions deadline looms
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. ...
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