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Retirement Assets

Woman working

Required Minimum Distributions (RMDs): What’s actually required?

Jun 02, 2023

Still working? You may not be required to take your Required Minimum Distribution (RMD).

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Thinking twice about your RMD? You’ve got 60 days to make it right.

May 02, 2023

A qualified charitable distribution (QCD) from your IRA allows you to meet your RMD requirements without adding to your taxable income.

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Planning For Your Estate? Don't Forget Your Digital Assets

Mar 06, 2023

Including your digital assets in your estate planning can protect your privacy, even after death, as well as ease the management of your estate for your loved ones.

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Burning money

What Can You Do Now to Help Protect Your Retirement from Inflation?

Jul 01, 2022

Worried about inflation impacting your retirement? A "laddered" CGA might be right for you.

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Man by the water

Donating Retirement Assets to Charity Can Minimize Tax Exposure

Feb 01, 2022

Retirement assets are ideal for charitable bequests because they can be among the most highly taxed assets in your estate.

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Life Insurance Can Be a Smart Tool for Estate Planning and Charitable Giving

Sep 01, 2021

Life insurance can offer more benefits than you might realize, both for estate planning and charitable giving.

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IRA RMDs Are Back for 2021: Make Sure You Understand the Rules

Jul 28, 2021

When considering your IRA, keep in mind that required minimum distribution (RMD) rules change from time to time, and both RMDs and withdrawal strategies can have tax consequences.

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Frank Rasmus

Frank Rasmus, Income and Impact: A Perfect Match

Mar 04, 2021

“The whole idea of supporting this cutting-edge medical research is to improve medical care and quality of life, here in the Delaware Valley and around the world.”

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What You Need to Know About the Drexel Donor Advised Fund

Nov 30, 2020

Drexel's DAF provides opportunities to support Drexel, as well as other charitable organizations, with a single, convenient contribution.

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old couple

Helping Your Nest Egg Go the Distance

Nov 30, 2020

If you are newly retired or getting very close to retiring, chances are that you are concerned about whether or not your savings "nest egg" will last you your entire lifetime. Here are some tips for new retirees to help alleviate these concerns.

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make this world better

How the SECURE and CARES Acts Have Affected Charitable Giving

Nov 30, 2020

In the past nine months, Congress passed two pieces of legislation containing important changes for retirement planning and charitable giving.

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