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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Sep 01, 2021
Life insurance can offer more benefits than you might realize, both for estate planning and charitable giving.
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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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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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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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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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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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