Finance
How the Annual Gift Tax Exclusion Can be a Powerful Estate Planning Tool
Feeling generous? Get the basics on this IRS rule.
As MOAA's Program Director, Financial and Benefits Education/Counseling, Lila Quintiliani, ChFC®, AFC®, develops and manages MOAA’s financial and benefits counseling, education, consumer advice, staff consultant and training programs. She provides members personalized, comprehensive, timely and appropriate financial advice and military/veterans benefits information assistance. She also conducts off-site classes and presentations to educate audiences in financial topics such as investments, retirement planning, risk management, insurance, savings programs, credit issues, taxes, estate planning, consumer awareness, survivor issues, and military/veterans/corporate benefit programs. She serves as the staff subject matter expert on financial and benefits matters to support MOAA’s legislative, marketing, and member product/service efforts, and provides financial and benefit content for MOAA’s print/electronic publications and multimedia channels.
Feeling generous? Get the basics on this IRS rule.
Stock swings and inflation worries may have you pondering big financial moves. But rash actions could mean long-term losses.
Most people are familiar with making cash donations to their favorite causes, but there are other ways to give.
Ready to prepare for your family’s financial future? Consider an upcoming MOAA webinar.
From insurance to COVID concerns and more, plan ahead to avoid last-second surprises.
Learn more about this investment option, and find out whether it may fit into your portfolio.