Delaying certain tax moves in retirement can sometimes lock in higher lifetime taxes, limit future options and create costly ...

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 ...

Donor-advised funds offer an upfront tax break but mean losing control of your money.

Because most people now use the standard deduction, charitable gifts do not usually offer a tax advantage. Like many tax ...

Tax season often brings a mix of paperwork, questions, and reflection. It’s also a time to think about how we support the people and places that matter most. As new tax laws take effect, charitable ...

If you're planning to retire in five years, it's critical to get your portfolio in order. These five rules will ensure you're on the right financial track.

Bunching can be especially powerful if you pair it with a donor-advised fund (DAF), which lets you claim the full deduction now while spreading the giving over time.

Media entrepreneur and former New York Mayor Mike Bloomberg led the Chronicle’s Philanthropy 50 list, followed by Microsoft co-founders Bill Gates and Paul Allen. Allen died in ...

There are plenty of ways to reduce taxes on retirement investments. Wealthy investors in particular can benefit from more ...

Building relationships with community foundations is an important way to meet DAF donors in your area. Nationwide, community ...