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Tax-Smart Charitable Giving Before You Retire

Tax-Smart Charitable Giving Before You Retire

The years before retirement, when an individual’s income is usually at its highest point, is an ideal time to set up charitable giving vehicles for later in life. But as Steve Parrish, Co-Director of The College’s Center for Retirement Income writes, tax considerations could affect how much advisors and clients should plan to give, as well as how to best make it happen.

Learn more in his latest column from Forbes.

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Baby Boomers are retiring at an unprecedented rate, meaning that more and more Americans are facing the challenge of using their investments to maintain their quality of life. For them, the usual investment advice no longer applies. They need the unique strategies you can learn through the three-course Retirement Income Certified Professional® (RICP®) designation program. Help your clients thrive while growing your career.

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