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Washington News - Congress Considers Retirement Plans
Congress Considers Retirement Plans
As the election clock continues to race forward, the Senate Finance Committee this week passed several retirement plan bills. Many Americans have a 401(k) plan. With a traditional 401(k) plan, the employee may make tax free contributions and enjoy tax free growth. Distributions must commence after age 70½, with a starting payout rate of approximately 3.8% of the plan balance. Distribution percentages increase as the person becomes more senior. A common plan also involves a very favorable employer match of typically 3% to...
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Charitable Tax Reference - GiftLaw Pro
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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Deduction Calculator The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Click here to access and run charitable deduction calculations for your favorite gift plan...
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Lucky Lucy Lindstrom's "Northern Long Shot" Charity Diversifies
Lucky Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor (RIA) and...
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IRS Denies Exemption to Org Benefitting Founders' Child
Organization sought tax-exemption under Sec. 501(c)(3). Organizing documents state Organization's purpose is "to assist adolescent children and families in coping with undiagnosed and/or...
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IRS Denies Exemption to Org Benefitting Founders' Child
Organization sought tax-exemption under Sec. 501(c)(3). Organizing documents state Organization's purpose is "to assist adolescent children and families in coping with undiagnosed and/or...
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Avoiding the "Missing Annuitant" Problem, Part II
Charitable gift annuities (CGAs) can provide reliable, fixed payments for the beneficiary (often referred to as an annuitant). A CGA is typically established to make payments to a single annuitant for...
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