Christopher BurkeMay 131 minNew Strategies for Planned Giving with IRA and Retirement Plan AssetsGuideboat Financial has developed an entirely new planned giving strategy to enable donors to create a gift annuity from their IRA and...
Christopher BurkeDec 20, 20222 minThe Need to Prefund Benefits Costs for Credit UnionsCredit Unions play a unique and valuable role in our society. They take in savings and checking account deposits and pay interest on...
Christopher BurkeAug 21, 20204 minThe Hidden Tax Benefits of A “Tax Qualified” Long Term Care PolicySome readers of this article may have encountered marketing messages for all manner of financial products identified as a “Tax Qualified”...
Christopher BurkeAug 4, 20202 minCharities (and their high net worth donors) can benefit from a low interest rate environment.Charitable gift planning does not have to be complicated, and sometimes, the simplest idea might come from unexpected sources. For...