‘Tis the season to give thanks and finalize your philanthropic plan for the year. Here are some gifting strategies and deadlines to keep in mind as you consider year-end giving options and wealth planning opportunities.
Make a charitable donation to offset the tax costs of converting a traditional IRA to a Roth IRA.
For investors taking advantage of this year’s market downturn and converting all or a portion of their traditional individual retirement arrangement to a Roth IRA, a charitable…
