Summing Up The Retirement Crisis
What’s the probability of NOT running short of money in retirement?
Retirement income crisis may not be an issue for your highest-capacity donors . . . key is making sure they can cover LT health care costs. Have your donors “protected” their planned gifts with LT Health Care coverage? It could be a way for donors / clients to avoid drawing down their CRTs and other assets and reducing amount to charities.
See on www.forbes.com