Posts Tagged: beneficiary designation

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3 Ways to Use Your Retirement Benefit Plans to Help Your Favorite Charities

Much of Iowans’ wealth can be found in retirement benefit accounts, like IRAs, 401(k)s, 403(b)s, and so on. Funds from retirement benefit plans can be easy and tax-savvy ways for you to support your favorite causes and organizations! IRA Charitable Rollover Much attention in this area has focused on the federal law, the IRA Charitable… Read more »

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What We Talk About When We Talk About Estate Planning

Estate planning. Not exactly material for scintillating conversation. In fact, I’d bet most of us like to avoid this topic because it can be confusing, and requires lots of decision-making. And, well, yes, it forces one to think about one’s own mortality. Estate planning, after all, is a roadmap about what you want to happen… Read more »