Birthdays may signal time to take financial action
In addition to birthdays and life changes, such as retirement, age milestones are meaningful for financial planning.
Tag: charitable giving
Tax planning is a focus for all seasons
Staying focused on tax planning can help individuals find ways to improve their tax situation throughout the year.
Three ways to offset income from a Roth conversion
There may be planning opportunities to mitigate the taxes associated with a Roth conversion.
Ten income and estate tax planning ideas for 2023
Looking at the year ahead, individuals may want to explore opportunities to save more, reduce taxes, or revise their tax planning strategies.
Estimating your tax bracket can guide tax planning
Taxpayers may want to estimate income for this year to determine their marginal income tax bracket.
Reach out to families as they prepare for holiday gatherings
Consider reminding parents that having everyone together at holiday gatherings can be a good time to address some key planning topics.
Year-end planning review checklist
A checklist can help investors assess personal finances for a year-end planning review to determine if action is needed.
Finding the right option for charitable giving
With the range of funding alternatives and strategies, it’s important for donors to understand their options for charitable giving.
Charitable giving strategies for the new tax landscape
Investors are considering which charitable giving strategy to use if they are not itemizing deductions under the new tax law.