You’ve probably seen that cheeky bumper sticker on the back of an RV: "We’re Spending Our Kids’ Inheritance." It’s a playful nod to the idea that some parents prioritize adventure ...
Charitable giving tools are still available for taxpayers to decrease their taxable income as the future of the TCJA remains in doubt.
Retired clients can put their qualified charitable distributions to work for a small, taxable income stream if they exercise care using charitable gift annuities (CGAs), advisors say.
Taxes are inevitable, but most people would probably rather not hand over a portion of their hard-earned money to the government. Fortunately, there are plenty of legal ways to lower the amount ...
Saving for retirement in an IRA or 401(k) comes with a big advantage. Any contributions you make are tax deductible in the ...
Making incorrect assumptions about tax brackets, tax-loss harvesting, charitable giving, estate taxes and more can cost you ...
In partnership with the Colorado Energy Office, the community is invited to join together for an informational meeting on ...
Once you turn 50, and especially after age 65, you may qualify for extra tax breaks. Older people get a bigger standard deduction, and they can earn more before they have to file a tax return.
The platform's new feature addresses a gap in traditional DAF giving, bolstering advisors' ability to do tax-efficient ...
Want to lower your tax bill while supporting your favorite causes? Find out how Qualified Charitable Distributions can help retirees make the most of their required minimum distributions.
Give, a TIFIN company offering modern philanthropic planning for wealth enterprises, now offers single-charity funds within ...
For individuals who, in recent years, have been taking advantage of the historically high standard deductions, the tax ...