Blog - Rodgers & Associates

Articles by Rodgers & Associates’ Advisers

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Are Gifts to Children Tax-Deductible?

Richard Elias

There is a way to get a partial deduction for money that will eventually go to your children. A chari­table lead annuity trust gifts money to a charity first, and then passes assets to your benefi­ciaries.

PHASE 2 of the AGILE Retirement Journey

Richard Elias

Preparing for retirement may be the single biggest financial challenge most people face. We’ll cover planning during phase two of your retirement journey on this edition of Project Wealth.

Tax Planning for Retirement

Richard Elias

Many retired workers find that there are little or no tax reduc­tions AFTER their working years. We’ll explain tax planning for retirement on this edition of Project Wealth.