IMPACT
In collaboration with partners across the region, we work to create a future where everyone has the opportunity to thrive.
SIGNATURE FUNDS
Purpose-driven funds supporting the communities and causes that shape our region.
Oct 3, 2025 | advisor knowledge hub, blog
We’ve rounded the corner into the fourth quarter! As the calendar year draws to a close, you’re likely well aware that charitable giving is not only important to your clients first and foremost as an act of generosity, but also as a powerful tool in tax planning. ...
Oct 3, 2025 | advisor knowledge hub, blog
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...
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