The much anticipated SECURE Act 2.0 recently passed Congress, and while no single change made in this act will have the same level of effect on your retirement planning as some changes made in the original SECURE Act, there are far more provisions in this act that may impact your planning. Continue reading
Hear Kevin and Tyler discuss ways to tax-optimize your charitable giving. Whether through bunching your deductions or using donations of appreciated stock, each coupled with a donor-advised fund can help you gain a bigger tax break and meet your charitable goals in the Retire Smarter way. Continue reading
A majority of Americans donate to charities yearly and most donate cash. However, using cash is generally the least tax-efficient method to make a gift. Cash tends to be operationally inefficient too. Using a donor-advised fund (DAF) can help improve … Continue reading
Using cash is the least tax-efficient method to make a charitable gift. Here are three ways to enhance your giving. Continue reading
You worked hard. You saved and invested. Now you’re at the doorstep of retirement – at least you think you may have enough – and you wonder, “How the heck do I replace this paycheck I’ve been getting every two … Continue reading
