Donor-Advised Funds Surge to Record in 2016, NPT Reports
DAFs continue to be the fastest-growing charitable giving vehicle in the U.S.
10 Most Tax-Friendly States for Retirees: 2017
You can’t always judge a retirement place by its weather, although low taxes in some northern states may warm a retiree’s heart.
Top 20 Nonprofits That Ruled Fundraising in 2016
Philanthropy 400 charities raised $109 billion last year, as some nonprofits gained big because of President Trump’s criticisms.
Senate Tax Cut Bill No Longer Taxes 401(k) Catch-Up Contributions
The bill, being marked up in the Senate Finance Committee, also reinstates nonqualified deferred comp plans.
11 Facts to Know About Catch-Up Contributions
As the Senate debates removing tax incentives for extra retirement savings, here are 11 facts to consider about catch-up contributions to retirement plans.
How to Help Clients Manage Their Most Precious Assets
They are collectibles, which about 25% of wealthy investors own, but many haven't had their collections appraised or insured.
4 Common Questions About End-of-Year Charitable Giving Strategies
Congress could change the rules soon, but, for now, these are the rules.
How Wealthy Parents Can Raise ‘Wealthy and Wise’ Children
There are many ways FAs can help well-to-do clients transfer assets to their children, but some do more harm than good, Coventry Edwards-Pitt tells ThinkAdvisor.
Why Donors Who Want to Give More Often Don’t
Personal finance concerns are one factor, but there may be ways to create "found money" in donors' budgets, Fidelity Charitable says.
Annuities and Trusts: A Tricky Combination
If you combine an annuity with a trust without getting good legal advice, well, good luck with that.