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Integrated Wealth Management

Planning Newsletter - Apr 2017

  • Giving evokes gratitude, improves our health and makes us happier.

  • Giving increases social connection, cooperation and can be contagious.

  • From a financial point of view, effective giving maximizes your possible tax deductions.

  • Personal Charitable Gift Funds make giving appreciated investments simple and easy.

  • Giving to charity from your IRA has significant tax benefits.

  • Giving appreciated stock can be a tax efficient way to give money to family members.

  • UTMA and 529 accounts offer tax advantaged ways to pay college expenses and provide gifts to children and young adults.