• Print
  • Default text size A
  • Larger text size A
  • Largest text size A

Charitable Giving

All Charitable Giving articles

Title Date
How to get ahead of a few surprises that can happen after you retire
The greatest wealth transfer in modern history may have begun
‘Gift-splitting’ could help married couples ease their tax burden
More than a dozen states tax your Social Security benefits. Here’s the list.
Financial advisors have to disclose important information. What you need to know.
Webinar: How to get yourself started on a financial to-do list
Choosing the best state to live out your retirement
A talked-about capital-gains tax hike could affect more than the highest earners
It’s a good time to give yourself a midyear money checkup
Ask yourself these questions before you write a living will
A few strategies to think about if you expect your taxes to go up
Video: Why a global minimum corporate tax may not have a huge impact on markets
Some very common estate planning pitfalls to watch out for
When a financial advisor could help you manage an aging parent’s money
Why your taxes in retirement may be much lower than you expected
Tax-planning strategies that could help you stay in a lower bracket
These retirement drawdown strategies may help preserve your spending power
Here’s how your credit card info can get stolen, and here’s how to prevent it
How to know how much your financial advisor is charging you
What Biden’s tax plan could mean for IRAs
Rethinking your kids’ inheritance
No more surprise medical bills
Saving for college: 529 vs. a Roth child IRA
Business cycle update: The U.S. economy may be shifting into high gear
A quick guide to estate and gift taxes
10 tax questions retirees often get wrong
Why work with a financial advisor
Some legal tax shelters to consider
How an HSA can help you save on taxes
Key IRS tax forms you'll need before filing
Managing your finances as an adult caregiver
What's taxable or not? Test your knowledge
6 things to know if you've inherited an IRA
The latest stimulus: What you should know
How Social Security survivors’ benefits work
Stimulus checks and Social Security taxes
How to finance aging-in-place renovations
Your retirement tax savings guide
What to know before purchasing a burial plot
Your tax brackets for 2020 vs. 2021
How to prepare for higher taxes
Estate tax changes may be coming
Financial resolutions for the new year
A few tax changes that may be on the way
Taking a reflective look at aging
How to prepare for a healthcare crisis
How long you should keep tax records
Middle-class tax breaks you should know
8 money savings apps designed to help you save money
Strategies to trim next year's tax bill
States that tax Social Security benefits
How a Biden tax plan could affect you
Tax-friendly states for the middle-class
Consider this popular way to give to charity
7 steps to choosing a financial advisor
Capital gains: Your tax rates for 2021
Year-end strategies for charitable giving
How to minimize your taxes
How to reduce this unpopular tax
Making it easier to track charitable dollars
Boost your savings while on a fixed income
How to cut investment taxes
The downside of putting too much in savings
When the owner of a bank account dies
Strategies for moving to a lower-tax state
A guide to dollar-cost averaging
What payroll tax relief really means for you
How the 50/30/20 budget can work for you
When to refinance your personal loan
How to avoid paying taxes on Social Security
Minimize taxes on your retirement income --
Money moves to make now for 2021 --
How to reduce prescription drug costs and save money on your medication --
Avoid running out of money in retirement --
Why you pay OASDI tax --

Published by Fidelity Interactive Content Services

Content for this page, unless otherwise indicated with a Fidelity pyramid logo, is selected and published by Fidelity Interactive Content Services LLC ("FICS"), a Fidelity company. All Web pages published by FICS will contain this legend. FICS was established to present users with objective news, information, data and guidance on personal finance topics drawn from a diverse collection of sources including affiliated and non-affiliated financial services publications. Content selected and published by FICS drawn from affiliated Fidelity companies is labeled as such. FICS-selected content is not intended to provide tax, legal, insurance, or investment advice, and should not be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security by any Fidelity entity or any third party. Quotes are delayed unless otherwise noted. FICS is owned by FMR LLC and is an affiliate of Fidelity Brokerage Services LLC. Terms of use for Third-Party Content and Research