The Tax Benefits of Your Retirement Savings Plan

Taxes can take a big bite out of your total investment returns, so it's encouraging to know that your...

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Estimating Your Estate Tax

They say nothing in life is certain except for death and taxes. However, they should have also added one thing—changes...

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How can my gift benefit me and the charity?

The act of charitable giving benefits not only a worthy cause but also you—if you choose the right strategy. Learn more...

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Charitable Contributions from an IRA

Charitable contributions are a meaningful way for individuals to support causes close to their hearts, while also...

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Tis the Season for Tax-Friendly Giving Strategies

You may donate money to charitable organizations throughout the year, for no other reason than your heart-felt desire...

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Watch Out for These Common Tax Scams

According to the Internal Revenue Service, tax scams tend to increase during tax season and/or times of crisis. Stay...

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Income Tax-Planning Techniques

As we bid farewell to 2023 and embrace the new year, the annual ritual of setting resolutions is upon us. Amidst the...

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Tax Planning for the Self-Employed

While self-employment gives you the opportunity to be your own boss, it also comes with additional responsibilities...

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Making Tax-Free Gifts to Cover Medical Care Expenses of Others

By paying for a friend or family member’s medical expenses, you can help someone in need while also reducing the size...

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Tax-Advantaged Ways to Save for College

In the college savings game, all strategies aren't created equal. The best savings vehicles offer special tax...

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