Your financial advisor and tax professional can help make sure your giving strategy aligns with your retirement goals as well as any changes to tax rules. It is recommended that you contact your plan ...

Make a difference today and save on taxes. It is possible when you support Oxfam America through your IRA.

Four ways to reduce the tax impact of annual IRA required minimum distributions that investors need to start taking by age 73.

How recent Federal tax law changes are reshaping charitable giving strategies—and what you should do before year-end ...

Millionaires face distinct financial challenges that require specialized strategies beyond basic money management. Financial planning for millionaires encompasses investment portfolio diversification, ...

An investor recently asked me about leaving a legacy for his fraternity. His initial thought was to create a trust at his death to hold funds from his IRA, with ...

Retirees can claim these 7 tax deductions without itemizing. Learn how above-the-line breaks can lower adjusted gross income ...

The Keuka Lake Association is outlining new ways supporters can donate in 2026, including stock transfers and IRA ...

Think you're a savvy retirement planner? Here’s what you may be forgetting.

Today, we launched our March Member Drive with the goal of raising $50,000 in support of real, independent, unbiased ...

While concern about running out of money usually supersedes gifting, the desire to help out family is often strong. That’s no doubt why I commonly hear the question, “How much ...

Ind., was involved in the bipartisan introduction of the IRA Charitable Rollover Facilitation and Enhancement Act, legislation that would amend the tax code ...