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Two Ideas for Year-End Tax Savings | Financial Perspectives

Category: Financial Planning » Charitable Giving
By Kent Kramer
11/11/2024

In this special edition of Financial Perspectives, Kent Kramer is joined by Foster Group advisors Marcus Iwig and Caleb Brown as they share essential year-end tax planning tips. Discover how to make tax-efficient charitable donations from your IRA, maximize deductions by combining multiple years of giving, and convert pre-tax retirement accounts to Roth IRAs.

Webinar: ThanksGIVING

Category: Financial Planning » Charitable Giving
By Jason Brown
11/22/2021
Available on demand now, our ThanksGIVING webinar on charitable giving tactics. In this 30 minute webinar, we cover tips on giving, regardless of the amount, satisfying a required minimum distribution, and some of the top questions from our audience.

Sequence of Return Risk

Category: Financial Planning » Retirement Planning
By Ross Polking
09/27/2021
The first few years of market return during your retirement, could have a large impact on your portfolio and lifestyle. Ross Polking dives into the Sequence of Return Risk and why you should be aware of it.

Two Ideas for Year-End Tax Savings | Financial Perspectives

Category: Financial Planning » Charitable Giving
By Kent Kramer
11/11/2024

In this special edition of Financial Perspectives, Kent Kramer is joined by Foster Group advisors Marcus Iwig and Caleb Brown as they share essential year-end tax planning tips. Discover how to make tax-efficient charitable donations from your IRA, maximize deductions by combining multiple years of giving, and convert pre-tax retirement accounts to Roth IRAs.

Webinar: ThanksGIVING

Category: Financial Planning » Charitable Giving
By Jason Brown
11/22/2021
Available on demand now, our ThanksGIVING webinar on charitable giving tactics. In this 30 minute webinar, we cover tips on giving, regardless of the amount, satisfying a required minimum distribution, and some of the top questions from our audience.

Sequence of Return Risk

Category: Financial Planning » Retirement Planning
By Ross Polking
09/27/2021
The first few years of market return during your retirement, could have a large impact on your portfolio and lifestyle. Ross Polking dives into the Sequence of Return Risk and why you should be aware of it.