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Charitable Giving

All Charitable Giving articles

Title Date
When it might make sense to sell your investments at a loss
What you need to know about sales-tax ‘holidays’ in your state
Here’s how much you might expect to pay in taxes on your IRAs
How writing off investment losses can help you save on your taxes
Why many states are cutting income, sales and property taxes
If you’re getting divorced, you might need the right kind of financial advisor
How to keep your retirement withdrawals from getting eaten up by taxes
How to know if someone has stolen your info to commit identity fraud
Important facts you should know about inflation
These are the states where your nest egg won’t get taxed
Here are some red flags that could trigger an IRS audit of your taxes
What you should know when paying taxes on gains from stocks
Smart strategies that might help limit your taxes now and throughout retirement
If you’re getting a tax refund, here’s how you can track it
Here are a few alternatives if a stretch IRA is no longer an option for your heirs
9 retirement distribution strategies that could make your money last
How to make a significant charitable impact with your estate plan
This end-of-year strategy can help cut taxes on your investments
A caregiver's guide to prepare you for the costs and ease the financial strains
Why you might want to make Roth IRAs a part of your estate plan
The gift tax: How it works and whether or not you’ll have to pay it
Steps to make your financial goals easier to achieve
How your investment losses could help reduce your tax bill
A few essential do’s and don’ts to consider when paying for college
Paying down debt or investing: This rule can help you prioritize
What taxing buybacks could mean for companies and investors
Some common ways your investments could lead to an IRS audit
Now might be the time to think about unlocking your home equity
Thanks to the pandemic, college tuition insurance is getting new attention
7 ways to manage financial stress during trying times
Working in retirement: Strategies for claiming Social Security
How remote work could affect your 2021 income tax --
12 questions retirees often get wrong about taxes in retirement --
Streamline your finances by making your money more manageable --