Guide Special Report 2022 Year-End Thoughts for Your Portfolio and Personal Life November 17, 2022 When the days get shorter, it also means time is running out to make year-end tax-saving moves. This exclusive checklist provides straightforward, proactive tips for investors of every stripe. Taking the time to fine-tune your portfolio now may help prevent bigger headaches and tax bills come April. Topics include: Considerations on … Read Morekeyboard_arrow_right
Article Charitable Giving Planning Resources in ONE Location November 2, 2022 If you’re coordinating a charitable giving plan, be sure to use our extensive donation and tax-planning resources.Read Morekeyboard_arrow_right
Guide Special Report Making the Most of Your Charitable Giving November 1, 2022 Americans gave a record $485 billion to charities in 2021, according to the latest data available. But how many considered maximizing their charitable giving tax savings as they made their gifts? We believe charitable giving and a personalized tax strategy go hand-in-hand. For that reason, the AdviserInvestments financial planning team is always … Read Morekeyboard_arrow_right
Article Smart Charitable Giving Strategies April 29, 2022 We’ve talked before about how charitable giving can lower your annual tax bill. Here, we’ll mention four smart charitable giving strategies to help you give. Direct cash donations. Perhaps not the most tax-efficient giving strategy, but it is the simplest. Giving cash is often the easiest way to make a … Read Morekeyboard_arrow_right
Article Charitable Giving: Going Big and Paying Less April 25, 2022 Charitable giving is one of the best ways to leave a legacy or support a worthy cause. Those are reasons enough to give, but as wealth managers, we also appreciate that donating to charities can reduce your tax bill. When you contribute to an IRS-recognized charitable organization, the sum can be deducted … Read Morekeyboard_arrow_right
Article Fundamentals, Not Short Cuts, Propel Growth April 26, 2021 Please note: This update was prepared on Friday, April 23, 2021, before the market’s close. From vaccines to variants, from inflation to infrastructure, and from SPACs to NFTs, investors have had no lack of issues to contend with as the year has progressed—and it’s only April! … Read Morekeyboard_arrow_right
Article Tax Benefits to Pandemic-Related Giving May 22, 2020 Many of us are searching for ways, even small ones, to help those on the front lines of the crisis. What you may not know is that the federal government—as part of the multi-trillion-dollar virus relief bill, the CARES Act—tweaked certain rules to encourage giving to COVID-19-related causes and non-profits impacted by … Read Morekeyboard_arrow_right
Podcast Strategic Retirement Planning: What’s the Best Account for You? By Rick Winters, Andrew Busa — February 12, 2020 You’ve heard the names: Traditional IRA, Roth IRA, 401(k), brokerage account, health savings account. But which is the right one for you and your retirement plan? In this lively conversation, Vice President Rick Winters and Senior Financial Planner Andrew Busa discuss strategic ways to think about how to invest for your post-work … Listen Nowkeyboard_arrow_right
Article Charitable Giving: Going Big and Paying Less November 11, 2019 Charitable giving is one of the best ways to leave a legacy or support a worthy cause. Those are reasons enough to give, but as wealth managers, we also appreciate that donating to charities can reduce your tax bill. As the days get shorter and the end of the tax year approaches, … Read Morekeyboard_arrow_right
Podcast Make Sure Your Charitable Giving Adds Up By Charlie Toole, Kari Wolfson, Rick Winters — September 26, 2019 At Adviser Investments, many of our clients are committed to supporting the causes that matter to them. Deciding on the best way to give can be a challenge, but it doesn’t have to be. In this episode of The Adviser You Can Talk To Podcast, portfolio executives and financial planners Charlie Toole, … Listen Nowkeyboard_arrow_right