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Is a Donor-Advised Fund for Charitable Giving a Good Fit?

A donor-advised fund (DAF) is a charitable giving account that can play a valuable role in a charitable giving strategy—popular for its tax efficiency, flexibility, and simplicity. This resource can help you determine if a DAF could be worth considering as a useful addition to your overall …

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Mapping Your Senior Health Care Plan

Watch this webinar hosted by Carson’s Managing Partner of Wealth Solutions, Jamie Hopkins, and Planner, Ryan Yamada, to learn more about mapping your senior health care plan.

Who is IRMAA and Why Is She Getting My Money?

There’s a scene in the TV show Friends where Rachel gets her very first paycheck as a waitress at Central Perk. “Who is FICA and why is he getting all my money?” she poses to the gang. Some people age 65 and older might have a similar sentiment when they get their Social Security check …

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