Tag: Tax planning
How to spring-clean your finances. It can ‘make you feel more...
A version of this article first appeared in CNBC's "Money 101 newsletter with Sharon Epperson," an eight-part series to help you achieve financial...
Tax season is a prime time for scams. Here’s how to...
Scammers are always looking at ways to separate you from your money and they are using the tax season to try and trick...
That Roth IRA conversion comes with a tax bill — here’s...
Srdjanpav | E+ | Getty ImagesMore from FA Playbook:Here's a look at other stories impacting the financial advisor business.When a Roth conversion is...
Here’s what to know before taking your first required minimum distribution
Grace Cary | Moment | Getty ImagesAfter decades of building your nest egg, you will eventually have to start taking required minimum distributions,...
You could score a tax break by gifting crypto to charity...
Hispanolistic | E+ | Getty ImagesIf you're planning a gift to charity this holiday season, you could score a tax break by donating...
Investors’ crypto donations to charity skyrocket. Why it can be ‘hugely...
Artistgndphotography | E+ | Getty ImagesThere's soaring interest in donating cryptocurrency to charity as digital currency investors seek to maximize their tax break...
‘Everyone wins except the IRS’ with this legal charitable donation strategy,...
Medianews Group/orange County Register Via Getty Images | Medianews Group | Getty ImagesIt's easy to swipe your credit card or send a check...
This charitable giving strategy ‘almost always’ provides the biggest tax break,...
Xavierarnau | E+ | Getty ImagesIf you're retired and planning a year-end donation to charity, there's a key move to maximize your tax...
Here’s how to maximize your tax breaks for charitable giving
Mixetto | E+ | Getty ImagesAs year-end approaches, you may be eyeing a donation to charity — and certain gifting strategies can boost...
These key 401(k) plan changes are coming in 2025. Here’s what...
Images By Tang Ming Tung | Digitalvision | Getty ImagesAs some Americans struggle to save for retirement, key 401(k) plan changes could soon...
