Give & Take Archive | Sharpe Group
 

Sharpe Give & Take Articles

Give & Take Newsletter header image

Archive for March, 2010

Making the Conversion to a Roth IRA Less Taxing

Posted March 1st, 2010

Like a traditional IRA, a Roth IRA allows funds to be invested and reinvested on a tax-free basis. A Roth IRA, however, also allows for tax-free withdrawals, a feature which holds wide appeal. In the past, only those with a modified adjusted gross income of less than $100,000 have been eligible to take advantage of …Read More

Recession Remainder Blues

Posted March 1st, 2010

In recessionary times, bequests and other planned gifts that involve a remainder interest rather than an immediate gift tend to be especially appealing. Because uncertainty in investment and real estate market values can make donors reluctant to give, it is not uncommon during economic downturns for bequests and other gifts distributed at death to constitute …Read More

You Want to Promote What?

Posted March 1st, 2010

Be prepared for a response like that from your peers if you suggest that now may be a good time to encourage gifts of securities. But this might not, in fact, be such a far-fetched idea. We all know the roller-coaster ride the markets have taken us on over the past two and a half …Read More

Give & Take

Give & Take Archives

2019 Issues 2018 Issues 2017 Issues 2016 Issues 2015 Issues 2014 Issues 2013 Issues 2012 Issues 2011 Issues 2010 Issues 2009 Issues 2008 Issues 2007 Issues 2006 Issues 2005 Issues 2004 Issues 2003 Issues 2002 Issues 2001 Issues 2000 Issues 1999 Issues 1998 Issues 1997 Issues