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Donor-Advised Fund

Donor-Advised Fund

  • Articles, Living Generously

Summary: A donor-advised fund offers an easy way for a donor to make significant charitable gifts over a long period of time. A donor-advised fund is similar to a private foundation but requires less money, time, legal assistance, and administration…

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Donating A Car To Charity

Donating a Car to Charity

  • Articles, Living Generously

If you donate your car to charity, you may claim a tax deduction for the donation if you itemize your deductions on your federal income tax return. To get started, you'll need to pick a qualified charitable organization, determine the…

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Domestic Self-Settled Spendthrift Trust

Domestic Self-Settled Spendthrift Trust

  • Articles, Living Generously

Summary: Generally, to protect assets from creditors, owners must give up control over and access to those assets. A self-settled spendthrift trust allows individuals to put assets beyond the reach of creditors while retaining some control over and access to…

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Charitable Remainder Trust

Charitable Remainder Trust

  • Articles, Living Generously

Summary: A charitable remainder trust (CRT) can be a great way for taxpayers to leverage their generosity, producing tax savings that can be used to provide greater benefits to themselves, their spouses, or others, and then to their favorite charities.…

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Charitable Lead Trust

Charitable Lead Trust

  • Articles, Living Generously

Summary: A charitable lead trust can be a great way for an individual to leverage his or her generosity, producing tax savings that can be used to provide greater benefits to both the individual's favorite charity and his or her…

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Charitable Contributions From IRAs

Charitable Contributions from IRAs

  • Articles, Living Generously

The Pension Protection Act of 2006 first allowed taxpayers age 70½ and older to make tax-free charitable donations directly from their IRAs. By making a qualified charitable distribution (QCD) from an IRA directly to a qualified charitable organization, older IRA…

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Take This Quiz: The Social Security Retirement Earnings Test

Take This Quiz: The Social Security Retirement Earnings Test

  • Articles, Financial Planning, Ready to Retire

Can you work and receive Social Security retirement benefits at the same time? Yes, but the Social Security Administration (SSA) will apply an earnings test. Part or all of your monthly benefit may be withheld if you earn too much.…

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Protecting Yourself Against Identity Theft

Protecting Yourself Against Identity Theft

  • Articles, Stuff Happens

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer Member FINRA/SIPC and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of…

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How To Give Like A Billionaire When You Don’t Have Billions To Give

How to Give Like a Billionaire When You Don’t Have Billions to Give

  • Articles, Financial Planning, Ready to Retire

How to Give Like a Billionaire When You Don't Have Billions to Give Since Bill and Melinda Gates and Warren Buffett created the Giving Pledge in 2010, more than 200 of the world's wealthiest individuals and couples have committed to…

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Ten Year-End Tax Tips For 2019

Ten Year-End Tax Tips for 2019

  • Articles, Financial Planning

Here are 10 things to consider as you weigh potential tax moves between now and the end of the year. 1. Set aside time to plan Effective planning requires that you have a good understanding of your current tax situation,…

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Copyright 2018 - All Rights Reserved | CUSO Financial Services, L.P.
  • Financial Goals
    • Getting Started
    • Financial Planning
    • Life Insurance
    • Rollovers/Consolidating Accounts
    • Nearing Retirement
    • Estate Planning
    • Income in Retirement
    • Saving for College
    • Living Generously
  • Life Events
    • Starting Out
    • Preparing for Retirement
    • Ready to Retire
    • Stuff Happens
    • Living Generously
  • Our Team
  • Resources
    • Articles
    • Current Promotions
      • Advice Matters
      • Ready to Roll
      • Fixed Annuity Rates
      • Will Social Security be enough?
    • Financial Calculators
      • College Calculator
      • IRA-Options Calculator
      • Retirement Calculator
      • 401k Calculator
      • Retirement Income Calculator
      • Investment Calculator
      • Life Insurance Calculator
  • Contact Us
  • Fairwinds.org
  • Log In
    • Clear 1
    • eVISION Online Trading
  • Phone Appointment
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