Contact Us |
Richard Fort, LUTCF CA Insurance Lic. # 0E04309
Financial Services Professional for NYLIFE Securities LLC
Agent, New York Life Insurance Company
Contact Us
Richard Fort, LUTCF CA Insurance Lic. # 0E04309
Financial Services Professional for NYLIFE Securities LLC
Agent, New York Life Insurance Company
Contact Us
Calculators
-
Current Retirement Savings
Are my current retirement savings sufficient?
-
Long-Term Care
How much do long-term care services cost?
-
Annuity Tax Advantages
What are the tax advantages of an annuity?
-
Savings in Retirement
I'm retired, how long will my savings last?
Newsletters
-
HOT TOPIC: ‘Tis the Season for Tax-Friendly Giving Strategies
Donating to charity can make a difference at any time of the year. But taking a strategic approach, possibly as part of your year-end tax planning, could offer tax benefits and potentially increase your ability to give. This article provides an overview of various tax-advantaged giving strategies.