What if you could lower your retirement tax bill and make a lasting difference at the same time? For retirees over age 70½, that’s exactly what a Qualified Charitable Distribution (QCD) offers. By directing required withdrawals from your IRA straight to charity, you can reduce taxable income and put your money to work for the causes you care about most.
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The ABCs of 529 Plans
529 plans are a popular way to save for education and offer some tax advantages. Learn more about their features (and drawbacks) here.
Year-Round Tax Planning Suggestions
There are more tax changes on the way. Here are some questions to consider to help you prepare.
Avoid These 6 Common Money Mistakes Made by People in Their 20s
In your 20s, you can afford to make some money mistakes. Here are 6 common mistakes we see, and how you can avoid them.
How to Appeal a Medicare Denial
When you’re sick or injured, the last thing you need is for your medical claim to be denied. Here are some tips on how to appeal a Medicare denial.
How to Pay for Retirement (Part Two)
In Part Two of our series on how to pay for retirement, we discuss three additional ways to raise cash in retirement.
How to Pay for Retirement (Part One)
How to pay for retirement is a crucial and often overlooked question. Here are three viable income sources to consider.
7 Little Improvements That Can Have a Big Impact on Your Financial Health
Sometimes the little things can have a big impact on your financial health. Here are 7 tips.
How Long You Should Keep Personal Financial Documents
It’s important to keep a record of your financial world, but how long to keep certain financial documents is a common question. Here are some tips.
The High Cost of Dying
Dying can be expensive, not to mention traumatic for loved ones. Here are some things you may want to consider ahead of time to ease their burden – and save money.
IRS Announces Federal Tax Due Date Extension
The Federal tax filing and payment deadline has been extended. But some dates remain the same. Here’s what you need to know about this tax season.
American Rescue Plan Act of 2021
A third stimulus bill has been signed into law. It provides assistance through stimulus checks, expanded unemployment benefits, and more.