Making a Charitable Contribution: When to Give Cash and When to Gift Stock
Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to…
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Over the Income Limit? Try a Backdoor Roth Conversion
Yes, you might be able to create a Roth individual retirement account (IRA) if you’re over the income limit. This…
How the SECURE Act 2.0 Changed RMDs
In the final days of 2022, Congress passed the SECURE Act 2.0, a new set of rules designed to help…
Over-funded 529? Tax-Free Route to Roth Savings
Many families turn to 529 plans to save for education, but what happens if the account is overfunded? What if…
The One Big Beautiful Bill and You
On July 4, the One Big Beautiful Bill was signed into law at a White House ceremony. This domestic policy…
Irrevocable Life Insurance Trusts
“I’m proud to pay taxes in the United States; the only thing is, I could be just as proud for…