Charitable giving feels good, does good, and can be good for your retirement finances if you plan with intention and purpose. Brighter Giving™ is a tax advantaged charitable giving strategy that helps individuals identify, position, and maximize the economic benefit of charitable donations.
Smart tax planning is an essential part of modern retirement income planning. The Tax Cuts and Jobs Act of 2017 created an opportunity to potentially minimize the amount of income tax paid for tax-deferred accounts and maximize tax-exempt account balances. Brighter Conversions™ is a smart tax planning process that helps individuals understand and take advantage of their current tax bracket while reducing their risk of future tax increases.
Digital Educational Content
Knowledge is Power. Before you make any financial or retirement decisions you should first seek to educate yourself.
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- How are Social Security Benefits Taxed?
- 3 "Must Knows" about RMDs.
- What is a Qualified Charitable Distribution?
Find confidence in your Retirement. Whether you are years before retirement or years into retirement, come find how to make it Brighter.
How you give can make a difference in your fulfillment. And planning to give in retirement with purpose can make those years Brighter.
Efficient & Low Cost investments can make for a Brighter account balance. Lower your risk and increase your benefit. Come learn how.
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Salt Lake City, UT 84106