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Manage My Money
Give It Away
Taxes Make Me Sick!
Can't take it to the Grave
100
The use of these two types of securities can reduce annual taxes by as much as 32%
What are ETFs and Municipal Bonds?
100
Regardless of how many charities receive gifts, this is the number of receipts a client must retain when using a Donor Advised Fund
What is One, to TIAA Charitable
100
The tax implication of draining retirement accounts for Long-Term Care.
What is HUGE?
100
Ownership vehicle where Life Insurance proceeds are not included in the decedent's gross estate.
What is an Irrecovable Life Insurance Trust?
200
Saved our clients approximately $10 million in taxes this August.
What is Tax Loss Harvesting in Portfolio Advisor?
200
Cash, publicly-traded securities, Private Stock, partnership interests, patents, royalties, copyrights, life insurance policies, real estate, collectibles and artwork
What are the types of assets TIAA Charitable can accept?
200
The four different funding methods for PremierCare.
What are 5, 7, 10 years or a Lump Sum?
200
The amount of inheritance lost to taxes when Retirement Plans are left to beneficiaries
What is A TON? (Beneficiary's marginal income tax rate also accepted)
300
Two to Five Years
What is the Timeframe for PMs to unwind appreciated securities?
300
The time of year when 40% of giving to Non-Profits takes place.
What is the FOURTH QUARTER?
300
A 70 year old, single, diabetic woman who smokes like a chimney.
What is a terrible candidate for PremierCare!
300
Allows clients to take Tax-Free withdrawals and Loans from Life Insurance Policies.
What is Non-MEC Status?