Alabama Independent Insurance Agents, Inc.’s Post

The National Lottery has made a huge difference to life across the UK – not just for the millions of prize-winners, including 7,000 millionaires created, – but in generating and investing over £48bn for almost 700,000 community, arts, sports and heritage projects in the UK. Allwyn will build on the success of the last three decades and is committed to investing significantly over the next ten years to reignite the magic that lies at the heart of The National Lottery. We will gradually introduce changes over the course of the next few years that will strengthen the bond between The National Lottery and its consumers. With Allwyn as its operator, The National Lottery will be an even greater transformational force for good, changing lives every day. Not just the lives of its lucky winners, but lives across the UK by raising money to fund the things that matter to all of us: communities, sport, heritage, and the arts. #NationalLottery #ChangingLivesEveryDay #AllwynUK

💰💵 Have you ever heard of a DAF (Donor Advised Fund)? If you are someone who typically gives significantly to charities through the year, it is something you should look into! I condsidered myself fairly financially saavy but I only recently learned about the benefits of a DAF and the potential tax savings from using one. It is basically like a charitable checking account. You get the tax write off the day you contribute to the fund.... not when you grant the funds to the charity of choice. You can contribute cash or non cash assets like stocks, or appreciated securities. Those funds are invested and growing until you decide where you want to allocate them and grant to the charities of your choice. The 2 min video below from National Christian Foundation does a good job of explaining their Giving Fund platform. If you've been using a DAF for awhile I'd love to hear your experience! https://lnkd.in/gwTsiEMw

Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability. Here is some more information about how QCDs can work for you. . . . . . #CentennialStateWealthAdvisors #FinancialAdivsor #WealthManagement #Investing #SmartInvesting #ReturnOnLife #FinancialServices #QualifiedCharitableDistributions

Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability. Here is some more information about how QCDs can work for you. . . . . . #CentennialStateWealthAdvisors #FinancialAdivsor #WealthManagement #Investing #SmartInvesting #ReturnOnLife #FinancialServices #QualifiedCharitableDistributions

Choose Insurance that Makes a Difference in the World Mutual Aid Agency’s Program of Mutuality is a cycle of four steps: Insurance is purchased through Mutual Aid Agency MAA donates a portion of profits and your premium dollars to the Share Fund Share Fund grants are distributed to those in need Lives are touched: Together, we make a difference. It’s that simple. By choosing MAA, you are choosing more than a quality insurance agency. You are choosing to do good and to join a community of like-minded people seeking mutuality.

IRS Issues 2024 Standard Mileage Rates By Federal Tax Update Staff The IRS has issued the 2024 standard mileage rates for calculating the deductible costs of operating an automobile for business, charitable, medical, or moving purposes. Read more in the link below. https://lnkd.in/eUz8utqD

You haven't truly achieved financial freedom until you can give back to the world without feeling the impact. 🪴Save this video as a reminder for that defining moment in your life. #WealthCreation #business #financialfreedomchallenge #entreprenuership #donation

We shared our latest article by robert hayes in the series on Foundations of a Robust Charity Investment Strategy - focusing on exploring and quantifying investment risk. It would be very interesting to hear feedback from fellow charity experts and your comments on how you approach discussions about investment risk within your investment committees and trustee boards. https://lnkd.in/eYbryTAz #CharityInvestment #InvestmentRisk #TrusteeInsights #NonProfitFinance #EndowmentManagement #FinancialStrategy #CharityGovernance #RiskManagement #InvestmentStrategy #FoundationFunding

Selling your self storage property? Here are three effective strategies to defer taxes and maximize your profits⬇️ 1. Installment Sale: Structure the sale as an installment sale, allowing you to spread out the gain over multiple years and defer taxes on the proceeds. 2. Qualified Opportunity Zone Investment: Invest capital gains from the sale into a Qualified Opportunity Zone (QOZ) fund to defer taxes and potentially reduce or eliminate capital gains tax on future appreciation. 3. Charitable Remainder Trust: Contribute the property to a charitable remainder trust, which can provide income for a set period while deferring taxes on the gain. Comment “SALE” to be sent our Ebook for free. For more Please see our link tree in our bio regarding more information and to book your free strategy session. #successtips #financialgrowth #incomestreams #investing101 #realestatestrategies #commercialrealestate #psi #cre #realestateinsights #markettrends #commercialrealestate #selfstorageinvesting #selfstoragefacility #storage #selfstorageconsulting #selfstoragetraining #101coaching #training #industrial #realestateprofessional #capitalmarket #CREDeals #InvestmentProperty #RealEstateWealth #CommercialDevelopment #RealEstateInvesting #PropertyWealth #RealEstateReturns #CREMarket

🚨 NEW #PROSPECTS ISSUE AVAILABLE NOW! 🚨 📜 Dive into the history of #semiconductors: past, present and future. 📈 Learn more about the #potential economic impact of a Labour #government. 🏡 Discover the #rewarding and #tax-efficient way to maximise charitable contributions. All this and much more: https://ow.ly/Gorh50SkNR4 #investmentmanagement #wealthplanning #economy