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Making the Most of Charitable Giving Before and After Retirement
retirement How to best give to charity in a tax-smart way could depend on your age. Donor-advised funds and QCDs are two different methods to consider that can still deliver tax savings, even with today's higher standard deductions.
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New Pass-Through Tax Deduction Could Be a Bust for Business Owners
taxes When all is said and done, the QBI deduction could actually end up forcing people who save for retirement in a SIMPLE IRA, SEP IRA or 401(k) to pay more in taxes, not less.
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10 Companies With Lower Tax Rates Than Most Americans
taxes
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Stretch Your Retirement Savings with Multi-Year Tax Planning
retirement The years approaching retirement are rich with opportunities for those who can carefully fill their income "buckets" to just the right level.
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4 Important Tax Items Every Retiree Should Know About
taxes Once you retire, it's helpful to keep several tax opportunities and tax consequences in mind.
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5 Charitable Planning Options That Can Save You Money on Taxes
Tax Breaks Due to recent changes in the tax law, charitable planning is becoming an intricate part of tax, estate and gift planning. It's important to plan now while opportunities still exist.
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Beware of Kiddie Taxes When You Leave Heirs Your IRA
retirement Children and grandchildren inheriting traditional IRAs could quickly find themselves in the top 37% tax bracket thanks to changes ushered in by the Tax Cuts and Jobs Act.
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Give the Money, Keep the Tax Break with Donor-Advised Funds
Tax Breaks If the higher standard deduction have kept you from getting any tax benefits from your charitable giving, there is a way around that.
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Opportunity Zone Investing: Is It for You?
investing A new type of fund that invests in low-income communities gives some investors a tax break, but it’s not for everyone.
investing
