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You can make charitable donations to Social Security, the safety net for older Americans. But will it make a lasting impact?...
Whether you're navigating a second marriage, handling an estranged relative or leaving assets to charity, there are reasons to disinherit someone. Here's how....
Whether you're navigating a second marriage, dealing with an estranged relative or leaving your assets to charity, there are reasons to disinherit someone. Here's how....
DAFs and private foundations go about helping charities (and those who donate) in different ways. Each comes with its own benefits and restrictions to navigate....
Making incorrect assumptions about tax brackets, tax-loss harvesting, charitable giving, estate taxes and more can cost you big-time in retirement....
Taxpayers should give consideration to the form in which they make charitable donations. They might deliver more benefits to themselves and the charities....
So, I retired a few months ago. During my career, I did a lot of voluntary work for charities. Mostly this coniststed of assessing grant applications, editing a journal, serving on advisory committees...
Few people are deliberate and strategic in their charitable activities, so they don't optimize the impact of their giving....
From applying for Social Security and donating to charity to maximizing your savings accounts, ere are retirement moves to make before 2025....
Charitable giving in retirement isn't right for everybody. But in certain situations, a tax-efficient donor-advised fund (DAF) may be well worth considering....
James responds to listener Jerry’s question about the optimal time to distribute inheritance or charitable gifts: before or after passing away. James walks listeners through four important thing...
Just because you have no dependents and no debt doesn't mean life insurance wouldn't come in exceedingly handy for someone in your life or even a charity....
We Need changes now for Social Security. They have been kicking the can down the road to long. This is not "Charity". We need a New calculation for COLA. This next year 2025, You will be paying anothe...
Invest in Others Charitable Foundation announces this year’s best at giving back to their…...
Dying with too much money is a bad plan. Learn how to spend and gift more to benefit yourself, your family, and your favorite charities....
How is Kimberly’s strategy for reducing her retirement taxes by doing Roth conversions and qualified charitable distributions? Is Patrick’s tax loss harvesting transaction a wash sale? At ...
If you regularly donate to your church or other charities, donor advised funds (DAFs) might be something you want to look into. These funds offer some big perks. First off, you get a potential tax ded...
Since a surviving spouse gets the most flexibility and tax breaks of all possible beneficiaries (other than perhaps a charity), it seems that choosing your spouse as the beneficiary of your IRA may be...
Deciding how much of your wealth to give to charity or your kids depends on your life stage. Here are key considerations based on age....
James responds to listener Jerry’s question about the optimal time to distribute inheritance or charitable gifts: before or after passing away. James walks listeners through four important thing...
The Pew Charitable Trusts recently reported that retirement assets in active auto-IRA programs have reached $1 billion. Auto-IRAs, which began in 2017 when Oregon launched its OregonSaves program, now...
Fund retirement accounts. Give to charity. Harvest losses. Get energy efficient. Here are some strategies to shrink your taxes for 2023–and beyond....