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Travis Gerhard, Agent of New York Life Insurance Company and Registered Representative of NYLIFE Securities LLC, Idaho General Office. Cell-208-284-3700 Office-208-338-6342
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Are my current retirement savings sufficient?
What are my needs for burial and final expenses?
How much am I spending?
How much Life Insurance do I need?
This article discusses how a donor-advised fund might be used to time charitable contributions for tax purposes or to gift appreciated assets.