Charitable Giving: A Potential Win-Win-Win in Reducing Your Tax Burden

According to the National Philanthropic Trust, 95.4 percent of U.S. households give to charity.

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The Stretch IRA Wealth-Transfer Strategy

 An IRA is a great idea, but there are multiple ways to set one up.  Our partners at Jackson National believe a stretch IRA can be more beneficial than a lump sum.  Click the images below to enlarge the article!

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Where Do You Think Taxes Will Go?

Brought to you by Jackson National, the infographic below analyzes the relationship between tax rates and government spending.

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