Good

Doing Good GIVES You a Tax Break! Part 3

Doing Good GIVES You a Tax Break is a three-part series. Learn how being charitable can improve your tax situation in retirement! Watch Part 3 on Donor Advised Funds below. If you haven’t already, watch part 1 on Qualified Charitable Distributions here. To learn about a unique strategy for reducing the tax bill watch part 2 of the webinar series here. You can also check

Tax Break

Doing Good GIVES You a Tax Break! Part 2

Doing Good GIVES You a Tax Break is a three-part series. Watch Part 2 on Bunching below. If you haven’t already, watch part 1 on Qualified Charitable Distributions here. You can also check out our recent blog about Required Minimum Distributions (RMDs) for background information. Next time, we will learn about how Donor Advised Funds can be used

Interest Rates

THE INTEREST RATE DILEMMA

Interest rates are an important part of everyone’s lives! Following the 2008 financial crisis, the Federal Reserve (“the Fed”) began to gradually increase key interest rates in December 2015 from a record low of near zero.  The expectation is that the Fed will continue raising rates in 2018 and 2019 (See Fed Chart.) On the