Personal Planning Ideas

Giving and Receiving: Four Tax-Smart Ideas
Many friends would like to contribute more, but are concerned that they cannot afford to give up current income . . . more

Provide Assistance Outside Your Will
It isn’t difficult to add a charitable bequest to your will, but there are other ways you can continue your support of our programs without changing your will . . . more

Help with Savings for Retirement
If you’re concerned about saving for retirement and frustrated by the limits placed on IRAs and 401(k)s ($5,500 and $18,000 respectively, with additional contributions of $1,000 and $6,000 for those over age 50), there’s another option available: deferred payment charitable gift annuities . . . more

Some Financial Rules to Live By
1. Plan to spend both interest and principal from your retirement savings.  The chart shows how long $100,000 of savings will last at various interest rates and monthly withdrawals . . . more

Be sure to check this site each month for new planning ideas. If you would like to receive our Personal Planning Ideas by e-mail each month, please click here.

May 2016 Archive
• Review Plans for Disability
• Planning Challenges When Making a Will
• “My Kids Understand Why I’m Helping Charity”
• Before You Leave on Vacation . . .

April 2016 Archive
• A Simple Alternative to Amending a Will
• An Opportunity This Month
• Creative Gift Ideas for Business Owners
• Providing for a Surviving Spouse and Charity, Too

March 2016 Archive
• Extreme Will Makeovers
• Inheritances Ahead
• Where to Turn for Help
• Spring Weddings Not Limited to the Young

February 2016 Archive
• Smart Moves for 2016
• Putting the Deduction in the Right Spot
• Getting Two Deductions for Your IRA Contribution
• Make the Most of Stock Market Losses

January 2016 Archive
• It’s Back, and It’s Permanent
• Bring New Life to Old Savings Bonds
• Powers of Attorney Serve Many Purposes
• Do You Really Need an Attorney to Write Your Will?

December 2015 Archive
• Many 2016 Numbers Remain Stuck
• Three (Possibly Four) Great Year-End Gift Ideas
• Narrow Window Remains to Tap Social Security with File and Suspend
• New Retirement Option Available

The materials contained on this website are intended only to show some ways by which you can make a charitable gift or bequest and thereby minimize federal tax liabilities, as authorized by the Internal Revenue Code. All examples are of a general nature only and should not be applied to your specific situation without first consulting your attorney or other advisers.


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