To be a Medicare Agent's source of information on topics affecting the agent and their business, and most importantly, their clientele, is the intention of this site. Sourced from various means rooted in the health insurance industry - insurance carriers, governmental agencies, and industry news agencies, this is aimed as a resource of varying viewpoints to spark critical thought and discussion. We welcome your contributions.
Thursday, April 13, 2023
Tax-loss harvesting produces bumper crop of charitable cash contributions
Cash donations represented 40% of allocations to
donor-advised funds at Vanguard Charitable in the seven months ended
in January, up from 29% in the same period a year earlier.
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