Account Access |
Richard S. Ragus, CLU®
Financial Services Professional
CA Insurance License# 0471772
Agent, New York Life Insurance Company
Contact Us
Calculators
-
Annuity Tax Advantages
What are the tax advantages of an annuity?
-
Savings in Retirement
I'm retired, how long will my savings last?
-
Burial and Final Expenses
What are my needs for burial and final expenses?
-
Spending Habits
How much am I spending?
Newsletters
-
HOT TOPIC: ‘Tis the Season for Tax-Friendly Giving Strategies
Donating to charity can make a difference at any time of the year. But taking a strategic approach, possibly as part of your year-end tax planning, could offer tax benefits and potentially increase your ability to give. This article provides an overview of various tax-advantaged giving strategies.