Inherited IRAs: A charitable solution?

Inherited IRAs: A charitable solution?

Remember the good old days when your clients could withdraw the money they inherited in their parents’ IRAs over the course of their lifetimes, thereby deferring the income tax for as long as possible? This so-called “stretch IRA” was largely eliminated by the SECURE...
David and Mary Hjorth: Family Donor Advised Funds

David and Mary Hjorth: Family Donor Advised Funds

Dave and Mary Hjorth have always wanted to leave the world a little better than they found it by helping others. With a passion for supporting youth in their community, the Hjorths began making scholarships available to students at Upland High School in 1999. The...

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