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...
READ MOREUsing your RMD for charitable giving
by Jon Sevenker | Sep 14, 2017 | Charitable Giving, Financial Planning, P&A Articles
Nearly two years ago, Congress did something they generally don’t…they made a decision that actually benefits savers! Did you know that...
READ MORECharitable giving from your IRA account
by Jon Sevenker | Dec 30, 2015 | Charitable Giving, Financial Planning, 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...
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