If you are tired of the fluctuating stock market and want to receive fixed payments, a charitable remainder annuity trust may provide you with the stability you desire. A charitable remainder annuity ...

The ERISA consultants at the Retirement Learning Center (RLC) Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement ...

As we wrap up the year, giving to your favorite charity can bring a sense of happiness, purpose and fulfillment. Many people give because they want to make a positive impact on their community or ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. David Kindness is a Certified Public Accountant (CPA) and an expert in the fields of ...

A charitable remainder unitrust provides art collectors looking to sell with a stream of income and a smaller tax burden than they would face if they sold a work outright. Observer Labs For all the ...

Susan Urahn plans to step down as CEO of the Pew Charitable Trusts in 2027. From the Philadelphia Business Journal. Susan Urahn plans to step down from her position as chief executive of the Pew ...

October is National Estate Planning Awareness Month. With the stock market hovering at an all-time high, there’s never been a better time to evaluate which charitable-planning strategies can help ...

First, ordinary income and such undistributed income of the trust for prior years; Second, capital gain (including unrecaptured Sec. 1250 gain and gain on collectibles taxed at 28%) and such ...