Sarah Ruef-Lindquist, JD, CTFA
Sarah believes sound, thoughtful planning is a gift we give ourselves, our families and our community.
She is a lawyer and seasoned non-profit executive who has worked with dozens of organizations, individuals and families as a philanthropic advisor and senior trust officer. She holds the Certified Trust and Fiduciary Advisor certification and FINRA Series 7 and 66 registrations through Commonwealth Financial Network. Sarah and her husband live in Camden. The Financial Advisors of Allen and Insurance Financial are Registered Representatives and Investment Adviser Representatives with/and offer securities and advisory services through Commonwealth Financial Network (R), Member FINRA/SIPC, a Registered Investment Adviser. Allen Insurance and Financial, 31 Chestnut Street, Camden, ME 04843. 207-236-8376.
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Increased Contribution Limits to Retirement Plans for 2023 Sarah Ruef-Lindquist, JD, CTFA Fri, 10/28/2022 - 13:13
In late October, the IRS announced new limits increasing the amount that taxpayers may contribute to their retirement plans each year beginning in 2023: the amount individuals will be able to contr
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Potential expansion of IRA Charitable Gifting opportunity Sarah Ruef-Lindquist Tue, 09/06/2022 - 10:49
Since 2006, individuals age 70 ½ and older have been able to make direct charitable gifts from their IRA’s.
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Potential expansion of IRA Charitable Gifting opportunity Sarah Ruef-Lindquist Fri, 08/19/2022 - 08:56
Since 2006, individuals age 70 ½ and older have been able to make direct charitable gifts from their IRA’s.
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Americans demonstrate unprecedented generosity through philanthropy Sarah Ruef-Lindquist Wed, 07/06/2022 - 09:36
In 2020, a record amount of more than $471 billion was given to charity according to Giving USA, a report produced by the Giving USA Foundation in collaboration with the Lily Family School of Phila
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What Do We Do Now? A Strategic Response to the Stock Market Tumble Presented by Sarah Ruef-Lindquist Tue, 05/17/2022 - 12:41
Many of the discussions around the market decline so far this year have revolved around two issues: why is it happening and how far will it go?
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2022 Retirement Legislation Update Sarah Ruef-Lindquist, JD, CTFA Thu, 04/21/2022 - 09:35
The House on March 29, 2022, passed a bill that now heads to the Senate for consideration and possible modification. It is known as SECURE 2.0.
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2022 Estate and Gift Tax: Looking back, and an update Sarah Ruef-Lindquist, JD, CTFA Thu, 02/10/2022 - 11:24
There were many who predicted significant changes to the current federal estate and gift tax law in the past year, but nothing has materialized as of this writing.
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More generous savings provisions for retirement planning in 2022 Sarah Ruef-Lindquist, JD, CTFA Mon, 11/29/2021 - 13:21
In 2022, retirement contribution limits for 401(k) and other types of defined contribution plans (403(b), 457 and Thrift Savings plans) will increase $1,000 to $20,500 for those under age 50, and f
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Retirement Savings and Tax legislation in the Pipeline Sarah Ruef-Lindquist, JD, CTFA Thu, 10/07/2021 - 09:43
Last October, I wrote about some of the changes possibly in store for individuals and their income taxes as 2021 approached.
