Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
Have you considered the special tax treatment on company stock held in a 401(k) plan?