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Give the Money, Keep the Tax Break with Donor-Advised Funds
Tax Breaks If the higher standard deduction have kept you from getting any tax benefits from your charitable giving, there is a way around that.
Tax Breaks -
Opportunity Zone Investing: Is It for You?
investing A new type of fund that invests in low-income communities gives some investors a tax break, but it’s not for everyone.
investing -
Choosing Between a Private Foundation vs. Donor-Advised Fund
taxes Whether you want control with a private foundation or confidentiality and fewer restrictions with a donor-advised fund, each of these has its own place.
taxes -
Nearing or In Retirement? Capitalize on Tax Cuts with a Roth IRA Conversion
retirement We've got seven more years of lower tax rates, so what are you waiting for?
retirement -
10 Things Anyone Considering a QCD Should Know
IRAs Givers and getters can benefit from this charitable giving tax strategy by donating their RMDs, but there are several rules that you need to follow.
IRAs -
3 Lost Tax Deductions That Might Surprise You
taxes As you’re doing your 2018 taxes, you'll see that deductions certainly aren't what they used to be.
taxes -
IRS Waives Penalties for Many Taxpayers Surprised by Under-Withholding
taxes The underpayment penalty won’t apply if you paid at least 80% of your 2018 tax bill through withholding or estimated tax payments. Normally, 90% must be paid for the waiver.
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Ex-Workers Get More Time to Repay 401(k) Loans
401(k)s If you leave your job while you have an outstanding 401(k) loan, Uncle Sam now gives you extra time to repay it -- thanks to the new tax law.
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8 Tax Deductions Eliminated (or Reduced) Under the New Tax Law
Tax Breaks The Tax Cuts and Jobs Act lowered tax rates and nearly doubled the standard deduction, which is expected to reduce taxes for about 65% of taxpayers, according to the Tax Policy Center.
Tax Breaks
