James Chen, CMT is an expert trader, investment adviser, and global market strategist. A pooled income fund is a type of charitable trust that pools and invests gifts to generate income. Income ...

How donor-advised funds work and key considerations before contributing assets Changes under the OBBBA affecting deductions and giving strategies How strategies like bunching can maximize charitable ...

About 75% of adults aged 50 and up worry that Social Security will run out of funding in their lifetime. And younger generations don’t think they’ll ever see a dime of the Social Security benefits ...

ROCKFORD, IL — Illinois Treasurer Michael Frerichs announced a $20,000 grant to Life Decisions in Rockford, one of 10 small Illinois nonprofits receiving Charitable Trust funds to help people stay in ...

Learn about Charitable Remainder Unitrust (CRUT), its definition, pros, and cons. Discover how it can benefit you and your ...

Social Security's main trust fund could be depleted a year earlier than expected, according to a projection from the Congressional Budget Office (CBO) released earlier this month. The CBO forecasts ...

The One Big Beautiful Bill Act made significant changes in the tax benefits of charitable giving. The changes take effect in 2026 and should be considered in both long-term and short-term charitable ...

Social Security, which provides benefits to about 70 million Americans, could run out of money sooner than expected, according to a new report from the Congressional Budget Office. The Old-Age and ...

In the recently released Field Service Advice 20260401F, the Internal Revenue Service concluded that the transfer of a non-voting interest in an investment limited liability company to a tax-exempt ...

Jeffrey Epstein wanted most of his money to go to his girlfriend. Mr. Epstein’s brother and a Harvard math professor were also named beneficiaries. By Matthew Goldstein Two days before he killed ...

Mapletree Industrial Trust invests in income-producing properties used for industrial and data center activities in Singapore and the United States. Its portfolio consists of data centers, high-tech ...

Assume the citizen of a municipality donates his art collection to the municipality, not outright but in charitable trust, for display in a public museum. The city council constitutes a six-citizen ...