Charitable Giving Deductions
Keep up with the latest news about charitable giving deductions and strategies and philanthropic economics.
12 Life and Annuity Changes in $1.7T Spending Bill
By Allison BellThe bill has several provisions to make it easier to annuitize workplace retirement plan assets.
December 14, 2022
Quiz: Do You Know These Charitable Giving Tax Facts?Do you know the rules when it comes to tax benefits and deductions for charitable giving?
December 14, 2022
Why Advisors Should Rethink the 'M' in RMDTaking more than "minimum" distributions, or starting earlier, could mean years of lower taxes for clients.
November 30, 2022
The 8 Best Year-End Charitable Giving Strategies for 2022Purposeful approaches to year-end giving can help you and your clients cultivate generosity while saving on taxes.
November 16, 2022
5 Smart Charitable Giving Strategies in Uncertain TimesCharitable giving is an opportunity for investors to support causes they care about and possibly receive tax benefits.
November 07, 2022
What Advisors, Clients Should Know About Political DonationsDirect contributions aren't tax deductible, but there are ways to support candidates and causes with a tax break.
October 27, 2022
How to Tell When Personalized Indexing Makes Sense: Vanguard"Direct indexing can help boost after-tax alpha for some, but not all, investors," according to the asset manager.
October 17, 2022
IRA Cheat Sheet: How to Avoid RMD Penalties, Minimize Taxes Before Year-EndFailure to act by Dec. 31 can result in stiff penalties and missed opportunities for tax savings.