Tax advisors say wealthy Americans should consider ramping up charitable donations before the end of 2025 to take advantage ...

The post Tax Law Reshapes Year-End Charitable Giving appeared first on Self Employed.

As the year draws to a close, it’s crucial to consider strategic moves that can optimize your retirement tax planning. With ...

While you set your giving strategy, think about your values, and select organizations that will put your contributions to ...

Learn how to gift your IRA or 401(k) to charity, create lasting impact, and gain tax benefits through smart retirement planning. GILBERT, AZ, UNITED STATES, May 14 ...

As December approaches, the countdown to the end of the year means more than just holiday shopping and party plans. It’s also ...

As the 2024 tax year comes to a close, owners of individual retirement accounts (IRAs) might consider combining the tax benefits of charitable giving with a qualified charitable distribution (QCD) ...

The Tax Cuts and Jobs Act of 2017 will expire at the end of this year unless Congress acts. Some of those expiring provisions affect charitable gift planning. What charitable planning techniques can ...

Nonprofit giving has declined by $65 billion since 2021. However, institutions are not the only ones pulling back. Consumers ...

The financial professionals who contribute to Kiplinger's Adviser Intel recently wrote about the five phases of retirement planning, the OBBB's potential impact on charitable giving and why you should ...

Retirement accounts are often the largest financial asset clients hold, yet they are frequently overlooked in estate and investment planning. As these accounts grow and diversify, so do the risks of ...