The season of giving is upon us and I suspect that if you are like me, your mail is full of solicitations from your favorite charities, some of whom are touting their charitable gift annuity programs. Are charitable gift annuities a good idea? They can be under certain circumstances but they are not right for everyone. Read our latest Artemis Brief to learn more!
Should You Implement a Mega Backdoor Roth Strategy?
Leigh Bivings, Ph.D., CFP®, CDFA™
August 25, 2024
We are finding that an increasing number of companies (about 20% of all US companies by Vanguard’s latest count) now offer the so-called mega backdoor
