Switch life insurance or annuities tax-free with a 1035 exchange.

From GRATs to Roth conversions, learn how to leverage market swings to protect your family’s future wealth.

Make a difference today and save on taxes. It is possible when you support Oxfam America through your IRA.

The Horicon Marshmen Foundation has started a new program focused on estate planning for community members to donate and ...

A charitable gift annuity provides lifetime income in exchange for a donation to a nonprofit, with tax benefits for the donor and organization.

The One Big Beautiful Bill Act made significant changes in the tax benefits of charitable giving. The changes take effect in 2026 and should be considered in both long-term and short-term charitable ...

A care fees annuity, also known as an immediate needs annuity, is a type of insurance policy to pay for care costs. In exchange for a one off lump sum from the person who needs care, or their family, ...

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 ...

This article highlights the importance of strategic litigation planning in charitable estate planning. Properly structuring testamentary gifts involves navigating complex rules around estate tax ...

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 ...

Love them or hate them, annuity products are continuing to attract dollars from investors and retirees seeking security, according to the latest industry read. Total annuity sales in the US climbed to ...

Notably, the Fidelity Investments Charitable Gift Fund claimed on its tax forms to have only transferred funds to 501(c)(3) organizations, a statement that critics say appears to be inaccurate given ...