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The Demise of the “Stretch” IRA: How Does the SECURE Act Affect Trust Planning for Retirement Benefits? A Step-by-Step Approach to Offer Your Clients a TaxWise Solution

The Demise of the “Stretch” IRA: How Does the SECURE Act Affect Trust Planning for Retirement Benefits? A Step-by-Step Approach to Offer Your Clients a TaxWise Solution

Published: Oct 28th, 2020

The Demise of the “Stretch” IRA The Setting Every Community Up for Retirement Enhancement (SECURE) Act was enacted on January 1, 2020. This is the most significant retirement plan legislation […]

Ten Biggest Philanthropic Issues for Boomers

Ten Biggest Philanthropic Issues for Boomers

Published: Oct 9th, 2019

This massive generation faces unique problems; here are some potential solutions. Since the 1970s, the baby boomer generation (those born between 1946-1964) has been fanatically studied. Are there patterns that […]

Top Five Planning Ideas for “Mid-Range” Donors Post-“The Tax Cuts and Jobs Act of 2017”

Top Five Planning Ideas for “Mid-Range” Donors Post-“The Tax Cuts and Jobs Act of 2017”

Published: Jan 19th, 2018

The “Tax Cuts and Jobs Act of 2017” (TCJA) is the most sweeping tax legislation since the Tax Reform Act of 1986. Consequent changes to the tax code have created […]

Strategies for Charitable Giving of Employee Stock Options

Strategies for Charitable Giving of Employee Stock Options

Published: Jun 7th, 2017

Due to the widespread use of stock options today, advisors should have a basic understanding of the rules governing contributions of employee stock options to charity. A stock option is […]