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Charitable Planning

Andrea’s Tip of the Month | November 2021

By Andrea Bulen | November 7, 2021
AB Tip November 2021

New 401k Contribution and Gifting Limits for 2022… and don’t forget your favorite charities this season! Increased 401k Contribution Limits On November 4th, the IRS announced that the 401k contribution…

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Donating Appreciated Stock vs. Using a Qualified Charitable Distribution

By Brian Ellenbecker | September 15, 2021

For charitably inclined individuals, there are an abundance of options available to donate money to charity while also maximizing the tax benefit.  Two of the most popular options are donating…

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