Why You Should Consider Sending Your RMDs Straight to a Charity
Do you want to give generously AND minimize your taxes? Gifting your RMDs checks both boxes!
Do you want to give generously AND minimize your taxes? Gifting your RMDs checks both boxes!
You enjoy giving to causes you care about. Is it possible to receive tax benefits as well? Donor-advised funds could be the answer.
No one likes talking about the death of a loved one, but no one likes being unprepared either. Here are 6 questions to help you plan.
Real estate is one way to diversify your portfolio, but owning a rental property has its pros and cons. Here are some considerations when it comes to your rental.
At JGP Wealth Management, we believe that there is more to wealth than just building it, especially after the stress and uncertainty of the last two years. Our firm has a long history of community involvement and we’ve made giving back to others a foundational component of our business philosophy.
Considering your company’s deferred compensation plan? Consider the risks and the benefits listed here before you do.