Early retirement opportunity with planned giving
More and more people are desirous of retiring early, that is, before the traditional retirement age of 65. However, eligibility for certain retirement benefits accrues only when one reaches a certain age.There is a way to fund this gap in income, and aid charities like George Fox University as well. more information
I have something to give (or get out of my house), is this a good gift for me and George Fox?
Over time we seem to accumulate a lot of "things." Some of these items are very valuable and some have outlived their usefulness, and they are good items for a garage sale or a thrift shop. Some items may be very beneficial and meet a real need at George Fox. more information
Contributions from IRAs good through December
Donors can make direct gifts from individual retirement accounts (IRAs) to George Fox and other charities. These gifts can be made without any income tax consequences. more information
Is it time to sell property? IRS set to end means of deferring taxes.
A bulletin issued by Trusts & Estates Wealth Watch News indicated that the IRS is to adopt a rule change that effectively ends the use of private annuity trusts as a means to postpone taxes on the sale of appreciated property. This new rule is retroactive to October 18, 2006 when the proposed rule change was announced. more information and alternatives
Disclaimers and alternative charitable bequests
It is best to plan ahead as much as possible so that family members do not need to make difficult decisions soon after your passing, but you can't anticipate everything. It may be important to include a means in your estate plan that would help your family deal with things that were left undone or didn't work as anticipated. more information
This page was last updated 3-29-2008 13:27:00.
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