| 5 min read

What is a Charitable Trust & How Does it Work?

Share

ShareMany people may not realize that charitable planning intersects with estate and business succession planning. Combining a charitable strategy and the sale of a business is a great way for owners to minimize taxes and provide equity for the next phase of their lives. Charitable remainder trusts were authorized by the 1969 Tax Relief Act. […]

Read More »
| 9 min read

Rollover IRA: How to Rollover Your 401(k)

Share

ShareWhat Can I Do with My 401(k)? When you have an employer-sponsored retirement account, like a 401(k) or 403(b), it is important to know your options if you leave your job. After all, you want to keep and manage your investments without having to pay a penalty for making the wrong choice. Your options include:

Read More »

Explore More Topics

Ready to brush up on something new? We've got more to read right this way.