Strategic Giving: Think Beyond Cash
November 25, 2019 -With the holidays upon us, many of us look for ways to combine the desire to help others with the desire to save on taxes.
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With the holidays upon us, many of us look for ways to combine the desire to help others with the desire to save on taxes.
Rules of thumb may be too high for affluent retirees with high savings rates, but healthcare costs are a major swing factor.
Addressing portfolio problem spots often involves a tax bill; here is how to avoid paying extra and possibly even save.
Here is a simple system to help you break down the choice.
Some funds are likely to make big payouts again this year, but you do not have to take them lying down.
Helpful guidance for key discussion points with your children.
What helps improve your portfolio can also increase the taxes you owe.
Learn the basics and evaluate your choices.
The ‘right’ glide path depends on what you are trying to achieve—and your attitude toward risk and volatility.
Consider the pros and cons of using Roth IRAs for college savings.
Many people put off creating a long-term-care plan. This step-by-step guide can help you get over inertia, dread, or both.
We must dig a little deeper to assess the true need.
Streamlined advice to keep your affairs in order
Helpful insight on recent tax law changes
Biases and misperceptions about risk challenge individual investors
Considerations to help you for the long haul
