Budget, Reeves announced that she would charge IHT on unused defined contribution pension pots from March 2027. Currently, ...

taxable income stream if they exercise care using charitable gift annuities (CGAs), advisors say. “A CGA is essentially an agreement or contract between a donor and a 501(c)(3) qualified charity.

This interactive webinar will explore the benefits of charitable gift annuities, how they work, and how they can be factored into plans for retirement. Attendees will also gain insights into how to ...

Charitable gift annuities involve donating assets to a charity in exchange for a fixed income stream for the donor's lifetime. Upon the donor's death, the remaining assets are used by the charity ...

When a client’s family does not wish to inherit a collection or if its inclusion in the estate would create a significant tax burden, it is crucial ...

An annuity has two main phases: Annuities come in different forms, depending on factors like risk tolerance, payout structure and investment preferences. Annuities can be a great addition to your ...

Gift for Life has announced changes to the leadership of its board of directors with Emalee Hoffman of CMA Gifts and Amy Loewenberg of NY NOW at Emerald X transitioning to chair and first vice chair, ...

There’s a reason people are often drawn to annuities, especially as retirement gets close. The nice thing about an annuity is that it could set you up with steady, guaranteed income for life.

However, as with many things, annuities are great on paper until you read the fine print. Any member of the baby boomer generation who hasn’t read the fine print may find that the same fine ...

This annuity is tied to the stock market's performance, and if the market has a good year, you will receive some additional interest with your payments. However, you don’t receive anything extra ...

PENSION annuity rates have hit a 15-year high and experts say now is the time to lock in a deal. An annuity is a product you can buy with your pension pot that gives you a guaranteed income in ...