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January 2018

Booming Stock Market Creates Charitable Giving Opportunities
The stock market went on quite a run in 2017, up about 25% during the course of the year. Even more impressive, it essentially went straight up throughout the year, with very few minor dips ...

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Previous Articles

Take Advantage of the IRA Charitable Rollover for This Tax Year

Five Ways to Make a Charitable Gift with Retirement Funds

Three Tips on Timing Your Year-End Charitable Gift

Your Charitable Giving Can Continue Indefinitely

You Think You Don’t Need a Will? Here Are Six Reasons Why You Do—Including Charity

A Charitable Solution for Low Return on Your Investments

IRA Rollover Can Reduce Tax on Social Security Benefits

Using Appreciated Stock to Fund Charitable Gifts Can Be a Good Move—Even if You Are Bullish on a Stock’s Future

How Much of a Deduction Will Your Charitable Gift Generate? You Choose!

A Charitable Solution to an Unwelcome Surprise

Double Duty: A Gift to Charity and to Family

Six Ways to Transfer Assets

Your Gift Can Teach Philanthropy to Your Children While Maintaining Their Inheritance

You Can Make a Gift to Charity and Recover Your Capital

You Have Charitable Options for Your Required Retirement-Plan Distributions

Overseas Travel Often Triggers Estate Planning

5 Reasons People Delay Making or Updating Their Wills



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