Wealthspire Advisors

Stocks tick up, oil falls as uncertainty reigns on Middle East, Fed Markets in 2 Minutes - June 2025 Donor Advised Funds 101: A Smart, Flexible Way to Make Charitable Donations Despite what many people may think, you do not need to be an ultra-wealthy philanthropist to give efficiently and with purpose. If you’re looking for a smarter way to give, Donor Advised Funds (DAFs) can offer substantial tax savings without compromising flexibility. This guide breaks down what DAFs are, how they work, why they have become so popular, and what you should consider before opening one. If you’re already familiar with the benefits of other tax-advantaged accounts like 529 college s Despite what many people may think, you do not need to be an ultra-wealthy philanthropist to give efficiently and with purpose. If you’re looking for a smarter way to give, Donor Advised Funds (DAFs) can offer substantial tax savings without compromising flexibility. This guide breaks down what DAFs are, how they work, why they have become so popular, and what you should consider before opening one. If you’re already familiar with the benefits of other tax-advantaged accounts like 529 college s Beach Boys legend Brian Wilson's passing provides financial planners opportunity to advise on conservatorship Qualified Charitable Distributions: Tax-Free Giving from Your IRA For those with an Individual Retirement Account (IRA) and a commitment to charitable giving, there is a hidden gem in retirement planning: the Qualified Charitable Distribution (QCD). Whether you’re currently 70½ or older, approaching that age, or guiding family members through smart retirement giving strategies, QCDs can provide thousands (often tens of thousands) worth of tax savings. This strategy is especially valuable for retirees who do not itemize deductions, as it provides a tax benefit For those with an Individual Retirement Account (IRA) and a commitment to charitable giving, there is a hidden gem in retirement planning: the Qualified Charitable Distribution (QCD). Whether you’re currently 70½ or older, approaching that age, or guiding family members through smart retirement giving strategies, QCDs can provide thousands (often tens of thousands) worth of tax savings. This strategy is especially valuable for retirees who do not itemize deductions, as it provides a tax benefit