Julee R. Sarto, AIF®

Cash Alternatives for Charitable Giving

By Julee R. Sarto, AIF® / November 24, 2021

How do you efficiently withdraw a paycheck from your portfolio with various accounts and the tax treatment associated with them? While the question might seem simplistic on the surface, there are many moving parts to consider, such as current and future tax brackets, income sources, capital gains, and more. 

Qualified Charitable Distributions

By Julee R. Sarto, AIF® / October 20, 2021

How do you efficiently withdraw a paycheck from your portfolio with various accounts and the tax treatment associated with them? While the question might seem simplistic on the surface, there are many moving parts to consider, such as current and future tax brackets, income sources, capital gains, and more.