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Apella Wealth Blog
Financial Planning, Investment Solutions & Retirement Plan Solutions
Taylor Drake, CFA, CPWA®
Charitable Giving
,
Estate
Smart Charitable Giving: Maximize Your Impact, Minimize Your Taxes
Charitable giving is a powerful way to support causes you care about, create a personal legacy, and...
3 Minute Read
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Estate
Making the Most of Your Beneficiary IRA
As baby boomers age, many find themselves the beneficiaries of a deceased parent or sibling’s...
3 Minute Read
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