USAA Debuts Online Financial Planning Tool for Military Members, Veterans and Their Families
The Financial Readiness Score comes on line just weeks before new pension plan options for veterans are expected to take effect.
Schwab Donor-Advised Fund Clients Gave $1 Billion to Charity in FY2015
Clients supported 42,000 charities, Schwab Charitable reported.
Impact Investing Returns as Good as S&P 500: Wharton
Must impact fund managers sacrifice their funds’ missions to maximize returns? That’s the question a new paper from the Wharton School seeks to answer.
Now Is the Time for Charitable Lead Trusts
For clients with complex estate and transfer tax planning needs, now might be a good time to establish a charitable trust before rates rise.
Can Wall Street Cure Cancer?
MIT Sloan professor Andrew Lo is calling for an investable "mega-fund" for cancer research.
IRS Removes a Tax Barrier to Impact Investing for Foundations
A foundation's mission-related investments shouldn’t automatically be taxed, the IRS says.
How to Get Social Security Benefits From an Ex-Spouse
In a blog post, Carrie Schwab-Pomerantz of Schwab addresses a reader’s question: “Does my ex need to be involved to file for benefits?"
Why Donor-Advised Funds Could Be Your Clients’ Charity ‘Vehicle’ of Choice
What vehicle do young tech billionaires, retired farmers and kids too young for a driver’s license share? Donor-advised funds.
Investment Returns Down at Private, Community Foundations in 2014
Although investments by these foundations did not produce a banner year in 2014, many institutions increased their mission-related spending, according to a new report.
How to Save a Spousal IRA Rollover
A common estate planning error can erase the tax breaks of an IRA inherited from a deceased spouse. But recent IRS rulings suggest an exception.