Monthly Archives: November 2022

Starting at age 70½,  clients (and qualified spouses) can now make a Qualified Charitable Distribution (QCD), up to $100,000 each, to eligible charities, from their traditional IRAs with no effect on taxable income. Problem: Donor Advised Funds (DAFs) are not eligible to receive QCDs. Solution: iGiftFund is unique among most national DAF sponsor in offering [...]

Recent changes in the Secure Act are prompting an increasing number of your clients to consider Roth conversions. You are in a unique position to help your clients lessen the tax impact of the conversion and enhance your relationship as trusted advisor all while adding long term AUM.  It’s a win-win situation. Problem: How to [...]