Sentences with phrase «term appreciated securities»

Now you can have an even greater impact by donating long - term appreciated securities, including stock, bonds and mutual funds

Now you can have an even greater impact by donating long - term appreciated securities, including stock, bonds and mutual funds directly to RCHS.

But the fact is that contributing long - term appreciated securities doesn't require much additional effort, especially if you do it with a donor - advised fund, and the tax savings can be really significant for you as well as beneficial to the charities you support.»

Identify potential long - term appreciated securities that you might consider contributing to charity.

For those charitably inclined, donating long - term appreciated securities is a smart tax strategy, but if you want to support many different charities with this type of donation, it may become time - consuming.

Another positive effect of contributing long - term appreciated securities to charity is that it allows you to contribute more to a charity while benefiting from a tax deduction for the charitable gift.

Using the hypothetical example above and in the chart to illustrate this point, the total income taxes you could save by contributing your long - term appreciated security in kind directly to charity would be $ 19,800.

Not exact matches

The NUA tax strategy allows certain clients whose qualified retirement plans contain these appreciated employer securities to eventually pay taxes on the appreciated value of those securities at the lower long - term capital gains tax rate, rather than at the ordinary income tax rate that would otherwise apply to retirement plan distributions.

GIFTS OF STOCK — Many donors realize a significant tax advantage when giving a gift of long - term appreciated assets, such as publicly traded stocks, securities, or mutual funds.

Appreciate her ability to locate the right terms and structure for me to regain my financial security.

The uptake of pure term insurance is increasing because people have started to appreciate its value as an instrument for financial security and protection and not seek returns commensurate to those on savings or investment contracts.

American Advisors Group (AAG) shares in your mission of putting the financial security of your customers first and can appreciate the hard work and attention to detail associated with balancing portfolio construction and risk management for long - term success.