How you interpret events often depends on your belief set. For example, I enjoy fireworks because I believe when deployed in celebratory fashion, they’re mostly harmless. My dog abhors fireworks because she thinks they’re the end of the world.
By understanding how QCDs work, taxpayers can strategically plan their charitable giving while maximizing their tax advantages.
How investor behavior has changed over the past 10 to 20 years.
The season of giving is almost here, and now is the perfect time to revisit your charitable plans with your financial advisor.
Some of the most impactful tax planning should be implemented ahead of the year-end deadline.
Investors seeking high yields in their stock allocations have been flocking to the category known as derivative income funds.