When donating to charity, investors may want to explore this IRA strategy
Investors may want to consider using an IRA strategy to direct donations to charity and receive a tax advantage.
Investors may want to consider using an IRA strategy to direct donations to charity and receive a tax advantage.
The federal government wants to update the life expectancy projections that investors use to calculate an RMD from retirement accounts.
With new limits to tax deductions under tax reform, investors may consider lumping charitable gifts into one year to achieve a tax deduction.
Most families do not want to think about losing a loved one. But creating a checklist for family members may help them navigate a difficult situation.
The focus in estate planning has shifted to income taxes, including strategies for the step-up cost basis, a planning consideration to manage capital gains.
While progress has been made on marriage equality, same-sex couples may continue to face obstacles to saving and other financial planning issues.
With sweeping retirement legislation garnering massive support in Congress, concerns about the future of the stretch IRA have resurfaced.
A so-called defective trust may help business owners transfer wealth to other family members during their lifetime in a tax efficient manner.
Estate planning remains critical as investors seek to manage the distribution of assets as well as meet any state tax requirements.
Individuals can choose to make a gift while they are living, or include it in their estate plan for distribution upon death.