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Discover three excellent ways to give back and make a difference by utilizing your Individual Retirement Account (IRA). These strategies allow you to maximize your philanthropy while also potentially enjoying tax benefits.
August is National Eye Exam Month, a time to raise awareness about the importance of regular eye exams for people of all ages. Eye exams are essential for maintaining good eye health and detecting eye problems early.
Your will is one of the most important documents you can own. It dictates how your assets and possessions will be divided after your lifetime. It ensures your loved ones are financially protected should something happen to you. It provides peace of mind for your family.
Your IRA is a tool that helps you save for your retirement years. And, when retirement comes, your IRA also provides a smart way to support the organizations you care about most. When you give through your IRA, you not only make an impact on the residents and visitors of our community, you protect your hard-earned savings from taxes and qualify for benefits in return.
A beneficiary doesn’t have to be a person — it can be an organization whose mission you want to continue long after your lifetime.