Uncategorized Archives - Page 3 of 3 - Rightpath Investments & Financial Planning, Inc.

The IRA Charitable Rollover – Laserlike Tool for the Seasoned Philanthropist

Peak Thoughts, Philanthropy, Tax Planning, Uncategorized / Steven Smith / November 16, 2018

‘Tis the season…for charitable giving. In our last post, we discussed the basics of the new tax law, its possible effects on charitable donations and the concept of “bunching” and a Donor Advised Fund as a workaround. Today we address the IRA charitable rollover – or, more technically, the qualified charitable distribution (QCD). IRA Goes […]

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Regaling the Donor Advised Fund – The Swiss Army Knife of Charitable Giving

Peak Thoughts, Philanthropy, Uncategorized / Steven Smith / November 6, 2018

Nothing sharpens the mind like a deadline. Sometime around Halloween, when we have a couple of months left in the year, we begin to think in earnest about our charitable giving. On account of the charitable contribution deduction on Schedule A of the 1040 individual income tax return, many taxpayers scramble to complete their charitable

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Where are you on the Spectrum of Financial Dependence and Independence?

Financial Lifestyle, Meanderings, Uncategorized / Steven Smith / October 29, 2018

Where are you on the Spectrum of Financial Dependence and Independence? (H/T to financial planning guru Michael Kitces for including this article by Morgan Housel in his October 19, Weekly Reading for Financial Planners.) Continuums I love continuums. Or is it contiua? You’ve seen a million of them. They are generally represented graphically, in an

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