A Win/Win Opportunity: A Tax-Wise Roth Conversion
Clients can convert their traditional IRAs to Roth IRAs regardless of income or marital status. One of the biggest stumbling blocks in deciding to convert, is their reluctance to pay taxes on the converted [...]
Charitable Giving – Phil Tobin Says: Live Your Values, Save On Taxes
By New York Times Bestselling Author Michael Levin You’re a generous person. You take care of the needs of your family, you give annually to your favorite charities, and you love to see those [...]
What Makes Us Truly Independent and Why It Matters
When we read about independence, we associate it with qualities like: “Free from the influence, guidance, or control of another or others; self-reliant” True independence was woven into our fabric as an early pioneer [...]
Tips for Choosing the Right Charity
If you’re like many people who establish a donor-advised fund for philanthropic giving, you probably already have a passion for certain causes. Often, individuals and families set up donor-advised funds out of a strong [...]
A Donor Advised Fund Can Be the Glue That Keeps a Family Together
America is experiencing a growing interest in genealogy. There are even TV shows on the subject, and one common theme is that our memory and knowledge of family is fragile. We’re lucky if it [...]
Why Support Favorite Causes Through a Donor Advised Fund?
A donor-advised fund can help you maximize the power of your philanthropy. Many of us procrastinate until the last minute to consider donating to charities at year-end. If this describes you, don’t feel bad, [...]
How to Change the World – Finding Philanthropic Focus
Some people already have a fairly good idea as to where they’d like to direct their philanthropic giving. But given the wide array of social, scientific research, and environmental needs, many others find it difficult [...]
Closing the Generational Gap with Family Philanthropy
A report published in 2012 by Pew Research Center shows that fully 50% of successful individuals worry that their children, or other heirs, do not have the proper financial skills to handle inherited wealth. [...]