Supercharged Giving: Using a Charitable Lead Trust (CLT) with a Donor Advised Fund
Submitted by American Endowment Foundation on January 3rd, 2022
By Eric Kinaitis
For Advisors: Open A DAF Account | Getting Started
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By Eric Kinaitis
By Sharna Goldseker, Michael Moody, and Holly Honig, Guest Columnists
By Ken Nopar, VP-Senior Philanthropic Advisor
This article originally appeared in AdvisorPerspectives.
By Ken Nopar, VP-Senior Philanthropic Advisor
By Ken Nopar, VP-Senior Philanthropic Advisor
By Martin S. Schamis, CFP®, VP-Head of Wealth Planning, Janney Montgomery Scott LLC - Philadelphia, Guest Columnist
By Paige Goepfert, Managing Director, Private Client Services, Andersen
By Eric Kinaitis, Editor
How many of your clients have a formal written estate plan? If you don’t know that answer, then you may have discovered an opportunity to expand the level of guidance and value that you can offer your clientele.
By Eric Kinaitis
The ability to convert a traditional IRA to a Roth IRA account has been a topic of interest for many high income earners. The income cap that previously existed is no longer in place, allowing those who earn more than $100,000 in income to be able to make a conversion from a traditional IRA to a Roth.
By Ken Nopar, VP-Senior Philanthropic Advisor
This column originally appeared in WealthManagement.