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“Spring ahead” into giving back

This weekend, we’ll roll the clocks forward for daylight saving time. The seasonal time change also presents a moment to look ahead. If you’re interested in moving forward on your philanthropic vision, there is an array of giving vehicles at the Cleveland...

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The End of the Stretch IRA: Charitable Solutions After the SECURE Act

Baby boomers are reported to have the largest retirement savings of any American generation, and IRAs – or Individual Retirement Accounts – are one of the most common retirement savings vehicles. These taxwise tools come in many forms and grow either tax-free or tax-deferred. Whether Traditional, Roth, Simple or SEP, IRAs are also inheritable assets that owners can leave behind to their spouses, children and other beneficiaries.

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