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Year-end Planning

  • FA Hub
  • FA Playbook
  • Life Changes
  • Smart Tax Planning
  • Your Money
4 ways to maximize your tax break for charitable donations on Giving Tuesday, according to experts

4 ways to maximize your tax break for charitable donations on Giving Tuesday, according to experts

You may still owe taxes on resold Taylor Swift concert tickets
You may still owe taxes on resold Taylor Swift concert tickets
Tue, Nov 28th 2023
Wealthy givers use this charitable strategy. Why it may work for you
Wealthy givers use this charitable strategy. Why it may work for you
Mon, Nov 27th 2023
This donation strategy is like 'hitting two birds with one stone,' advisor says
This donation strategy is like 'hitting two birds with one stone,' advisor says
Fri, Nov 24th 2023
Retirees may face significantly higher Medicare Part D drug costs in 2024
Retirees may face significantly higher Medicare Part D drug costs in 2024
Tue, Nov 21st 2023
You could owe 0% capital gains for crypto in 2023. When it makes sense to sell
You could owe 0% capital gains for crypto in 2023. When it makes sense to sell
Fri, Nov 17th 2023
More part-time workers to get access to employer retirement plans next year
More part-time workers to get access to employer retirement plans next year
Fri, Nov 17th 2023

More in Year-end Planning

Watch for this 'phantom tax' before taking Affordable Care Act insurance subsidies, advisor says
Kate Dore, CFP®Thu, Nov 16th 2023
100-year-old retiree explains how he still has $1 million saved: 'I always lived within my means.'
Annie NovaThu, Nov 16th 2023
Here's how much you can make in 2024 and still pay 0% capital gains taxes
Kate Dore, CFP®Tue, Nov 14th 2023
Donating a used car can be a charitable gift — but it probably won't benefit your taxes
Ana Teresa SoláTue, Nov 14th 2023
It's open enrollment season for job benefits. If you're self-employed, you can't afford to ignore it
Cheryl Winokur MunkMon, Nov 13th 2023
It 'doesn't make financial sense' for expats to give up their U.S. citizenship, expert says
Ana Teresa SoláFri, Nov 10th 2023
Here are some key open enrollment tips and strategies for employees
Annie NovaTue, Nov 7th 2023
As open enrollment begins for Affordable Care Act insurance, here's what to know for 2024
Lorie KonishThu, Nov 2nd 2023
IRS announces 2024 retirement account contribution limits: $23,000 for 401(k) plans, $7,000 for IRAs
Kate Dore, CFP®Wed, Nov 1st 2023
Withdraw funds from inherited accounts now to avoid getting 'buried in taxes' later, IRA expert says
Kate Dore, CFP®Fri, Oct 27th 2023
Retirement account withdrawal rules are 'so complicated' for inherited IRAs, expert says. Here's why
Kate Dore, CFP®Thu, Oct 26th 2023
Retirement withdrawal rules are 'crazy' this year, IRA expert says. Here's what you need to know
Kate Dore, CFP®Wed, Oct 25th 2023
What to know as IRS kicks off withdrawal option for pandemic-era small business tax credit
Kate Dore, CFP®Mon, Oct 23rd 2023
This lesser-known 401(k) feature is a 'no-brainer' for big savers, advisor says
Kate Dore, CFP®Mon, Oct 23rd 2023
Medicare open enrollment may help you cut health-care costs for next year. Here's what to know
Lorie KonishWed, Oct 18th 2023
Series I bonds rate could top 5% in November. Here's what to know before buying more
Kate Dore, CFP®Wed, Oct 18th 2023
Op-ed: Investors must be patient and should plan for the likelihood that the worst is yet to come
Mon, Oct 16th 2023
Medicare Part B standard premiums to increase by $9.80 per month in 2024
Lorie KonishFri, Oct 13th 2023
Year-end tax strategies may affect how much retirees pay for Medicare. Here's what to know
Lorie KonishThu, Oct 12th 2023
As U.S. birth rate falls, immigration reform may be 'the answer hiding in plain sight,' analyst says
Kate Dore, CFP®Thu, Oct 12th 2023
$1.73 billion Powerball jackpot is the second-largest ever. Why prizes are getting bigger more often
Kate Dore, CFP®Wed, Oct 11th 2023
The tax-extension deadline is Oct. 16. Here are 3 things to know if you still haven't filed
Kate Dore, CFP®Tue, Oct 10th 2023
Powerball jackpot hits $1.55 billion. Why the cash prize dropped $29.7 million last week
Kate Dore, CFP®Tue, Oct 10th 2023
'Buyer beware.' Anyone can call themselves a tax preparer. How to find a qualified professional
Kate Dore, CFP®Fri, Oct 6th 2023
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