Leaving Your Lasting Legacy Want to do more with your wealth? You might want to consider creating a charitable foundation. Share | Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content Choosing a Retirement Plan that Fits Your Business To choose a plan, it’s important to ask yourself four key questions. Taxable vs. Tax-Deferred Savings Use this calculator to compare the future value of investments with different tax consequences. Surprises Making the most of surprises is a great reason to work with us.