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The Elm Group and Associates, LLC
Alex Lima
Licensed Agent
CA Insurance License 0I02315
Contact Us
The Elm Group and Associates, LLC
Alex Lima
Licensed Agent
CA Insurance License 0I02315
Contact Us
Calculators
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Savings Goals
How much should I save to reach my goal?
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Life Insurance
How much Life Insurance do I need?
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Retirement Income and 401(k)
How much retirement income might my 401(k) provide?
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Annuity Tax Advantages
What are the tax advantages of an annuity?
Newsletters
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Donor-Advised Funds Combine Charitable Impact with Tax Benefits
This article discusses how a donor-advised fund might be used to time charitable contributions for tax purposes or to gift appreciated assets.