Ira - Sridhar Boppana

September 11, 20230Comments

IRA-Funded Charitable Gift Annuities: A Win-Win for Philanthropy and Retirement

Summary: In today’s financial landscape, IRA-Funded Charitable Gift Annuities (CGAs) present a harmonious blend of personal gain and societal good. With the SECURE 2.0 Act, donors unlock a $50,000 Charitable

by Sridhar Boppana

Annuity

September 1, 20230Comments

IRA Annuity Explained: Bridging Tax Savings with Steady Income

Summary: In today’s financial landscape, individuals grapple with optimizing their retirement savings. The blog delves into the unique fusion of IRAs and annuities, highlighting the tax advantages and steady income

by Sridhar Boppana