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

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 ...

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 ...

From the new SALT cap to 401(k) ‘super catch-ups,’ this guide can keep Uncle Sam out of your pocket.

Converting retirement funds from a 401(k) into a Roth IRA offers the opportunity for tax-free growth and tax-free withdrawals in retirement, while also avoiding Required Minimum Distribution (RMD) ...

We pay for our government, and it should answer to us. But too often, that’s not how it works. Records get buried. Agencies stonewall. Officials wait out the news cycle or attack reporters rather than ...

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