The Art and Science of Giving: Charitable Gifting and Your Financial Goals

 

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Market Update for the Month Ending November 30, 2015

 

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The Power of 529 Gifting

529 Plans are a great way for your clients to fund college educations for their children and grandchildren, all the while reducing their taxable estate.  If you have clients looking to reduce their taxable estate, possibly “catch-up” on funding a college education for a child or grandchild, or simply looking to help a child or grandchild achieve a college education -- a 529 Plan might be the right fit for them.

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New Bill Affects Social Security Claiming Strategies

As you may know, President Obama recently signed the Bipartisan Budget Act of 2015 into law. Among other things, this two-year budget deal contains several provisions designed to close perceived loopholes in social security claiming strategies. Those most likely to be affected by this legislation are individuals who have yet to claim their benefits and who planned to employ the file-and-suspend/restricted spousal application strategies. 

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