Which charitable giving strategy offers the greatest benefit? The answer may depend on more than this year's tax savings. Part 3 of our Tax-Smart Charitable Giving series compares QCDs and donor-advised funds through the lens of retirement, investment, and estate planning.
Donating appreciated stock through a donor-advised fund can offer two tax advantages: avoiding capital gains and potentially receiving a charitable deduction. Learn how to make your charitable giving more tax-efficient.
Taking RMDs and giving to charity? Before you write the check, consider which account it should come from. Part 1 of our Tax-Smart Charitable Giving series explains why a QCD may be worth considering.
Post-tax season is the perfect time to review your financial goals, optimize tax strategies, and ensure your investments align with your long-term plan.
Estate planning includes reviewing legal and tax implications, investment strategies and personal matters to ensure your estate is set up efficiently.
The Tax Cuts and Jobs Act, has left an indelible mark on American taxpayers since its enactment in 2018. As the TCJA is set to sunset in 2026, a short window of opportunity remains for individuals to strategize and maximize their tax benefits before the landscape shifts.
Inheriting an individual retirement account (IRA) can be a great way to receive a financial boost from a loved one who has passed away. However, navigating the rules and regulations surrounding Inherited IRAs is often confusing, particularly given the recent updates brought about by the SECURE Act and SECURE 2.0 Act.
Believe it or not, another year has rounded third base, and is dashing toward home plate. That said, there’s still time to make a few good plays in 2021, while positioning yourself to score more in the year ahead.