Retirement Income Using Charitable Strategies
Overall Rating: 4.6 / 5
There are many options to help your clients with retirement income, and charitable tools are a hot topic after the Secure 2.0 Act.
In this presentation, we will explore tools that can enhance income through tax savings and tax deductions while also increasing assets under management and providing asset diversification. We will also look at how other charitable strategies and conversations can enhance your relationship with your clients.
Since the Secure 2.0 Act passed, buzz about these charitable income strategies has been spreading fast, especially on golf courses and pickleball courts. This presentation will leave you well-versed in charitable income strategies so that you can help your clients make the best income solution choices.
In "Retirement Income Using Charitable Strategies" by Tiffany House, you will:
- Discuss the new provisions in the Secure Act 2.0 for charitable income strategies;
- Learn how Charitable Remainder Trusts (CRT’s) can allow your clients to diversify asset holdings, receive tax savings, get an income tax deduction, and increase their income;
- Explore how Charitable Gift Annuities (CGA’s) work and how to utilize them with IRA assets;
- Discover what a Pooled Income Fund (PIF) is, and briefly discuss why they are regaining popularity for some affluent folks;
- Realize how having charitable conversations with your clients can enhance your relationship and increase your assets under management.
This on-demand webinar is a recording of a recent live webinar. Check our WEEKLY REBROADCAST SCHEDULE where there is no need to take the online quiz to receive CE. You may also take this on-demand course any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.
Your presenter is Tiffany House, CAP®, CEPA, FCEP, tax, estate, and charitable strategist.
Meet Tiffany House, CAP®, CEPA, FCEP, tax, estate, and charitable strategist
Retirement planning experience
Tiffany House, CAP®, CEPA, FCEP, is a tax, estate, and charitable strategist. She works as a consultant with families and helps guide them through intricate and essential situations including transitioning a business, planning philanthropy, values-based estate planning, and tax concerns. She works as a liaison with the advisory team to enhance efficiency, provide a comprehensive overview of opportunities, and ensure that the client’s best interests are always first.
Being an active member of the community is important to Tiffany. She is the Past President of Planned Giving Round Table of Arizona (PGRT), President of Check for a Lump! and a board member of Junior Achievement of Arizona. She has served on other boards and enjoys being an advisory board member for many organizations. She is a Member of the Arizona State University (ASU) President’s Club, has participated in the Entrepreneurs Organization (EO) and is actively engaged in personal development with Landmark. She mentors with the Arizona Community Foundation’s Endowment Building Initiative (AEBI) and is a graduate of Scottsdale Leadership Class 31.
Retirement planning thought leadership and expertise
Tiffany studied Environmental Science at the University of Arizona and accepted a NASA Grant Internship working on documentation of Global Climate Change. After college, she owned and operated Koocanusa Resort & Marina in Libby, Montana. She then joined the family business of wealth planning, MasterTech Financial, where she worked with ultra-high net worth clients and helped them with their complicated business and estate planning needs. She left financial advisory after nearly 20 years to be a fiduciary consultant and founded the Gift Planning Institute, helping nonprofits with complicated asset gifts, and Tax & Estate Strategy, where she works with families with complex circumstances and their advisors.
Tiffany enjoys living at her urban farm with her 3 daughters and husband. Training horses is her passion. She is dedicated to the classical pursuits of dressage with her main focus on Spanish Riding. Tiffany also enjoys sharing her life with a wide variety of animals such as ducks, chickens, dogs, cats, bunnies, reptiles and horses.
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1 hr CFP®, CRC®, and other CE Credit Reporting
We are a CE Sponsor with the CFP Board of Standards and the professional development partner of the International Foundation for Retirement Education (InFRE).
Over 50 courses are accepted for continuing education (CE) credit for those who have earned the Certified Financial Planner® (CFP®) certification, the International Foundation for Retirement Education’s (InFRE) Certified Retirement Counselor® (CRC®) certification, the College for Financial Planning’s Chartered Retirement Plan Consultant (CRPC) certification, the American College’s designations (ChFC, CLU, RICP), Retirement Management Analyst designation (RMA), ASPPA and other certification or designations.
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