5 Reasons To Set Up a Donor-Advised Fund Today
Is charitable giving one of your goals during retirement? Today, we’ll help you make your charitable contributions more tax-efficient using donor-advised funds. We believe that the more money you save in taxes, the more money you can donate to your favorite charities!
4 Ways the Rich Minimize Their Taxes
There are various articles on the internet claiming that the rich are “dodging” or “avoiding” taxes. But are they? Believe it or not, but a lot of tax saving strategies used by them are completely legal. They just know how to leverage the different tax codes to their advantage. Discover how you can do it too!
5 Ways to Improve Your Tax Picture in Retirement | Blog
A key part of retirement planning is looking at all the ways you can maximize the value of your money.…
Make The 2019 & 2020 Tax Laws Work For You | Blog
While a lot of things might feel like they’re out of your control, especially now during the COVID-19 crisis, there…
Blog: How To Plan Your Taxes For A Better Retirement
Tax season has come around once again. What better time to talk about the importance of tax planning and what it can…
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Learn more about retirement, investment and tax planning through our blog updates, as well as our Retirement Revealed podcast, hosted by Jeremy Keil, and published every two weeks. Proud to be named a Top 100 Retirement Blog and a Top 25 Retirement Podcast to follow in 2021 by Feedspot!