Save Taxes and Generate Income with a Charitable Gift Annuity
Congress and the American Council on Gift Annuities have recently enacted changes that make creating a charitable gift annuity especially attractive. These changes include: ABILITY TO DIRECTLY TRANSFER IRA FUNDS TO A CHARITABLE GIFT ANNUITY For the first time, senior adults aged 70 ½ or older can fund a Charitable Gift Annuity (CGA) with the […]
Relax – Refresh – Recharge…The Importance of Self Care
Few people plan to become a caregiver for their aging loved ones. This is often a job we are given. As the population ages, more caregiving is being provided by people who aren’t health care professionals. In Oklahoma, approximately 25.7% of adults age 45+ provide or have provided caregiving services to a family member or […]