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Building An Investment Portfolio for Retirement
Let Armbruster Capital Management help build a portfolio that balances retirement income, growth, and tax efficiency using a smart, total return strategy. …
Mastering Charitable Giving Strategies: Retirement Accounts & Tax Advantages (2025 Guide)
Efficient charitable giving options like Qualified Charitable Distributions (QCDs), Donor Advised Funds (DAFs), and gifting appreciated assets or retirement accounts can maximize tax benefits and amplify the impact of donations….