Retirement What is a charitable trust?February 13, 20250 Understanding Charitable Trusts A charitable trust is a legal entity set up to hold and manage assets for the benefit…
Personal Finance Smart Money Podcast — Travel Smart, Give Smart: Southwest Companion Pass and Charitable Giving StrategiesDecember 4, 20240 Welcome to BW’s Smart Money podcast, where we answer your real-world money questions. In this episode, learn how to maximize…
Retirement What is a qualified charitable distribution? Get a tax benefit for small donationsJuly 1, 20240 When it comes to contributing small amounts of money to charity, U.S. tax laws may not be in your favor.…
