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
This is a friendly reminder that your quarterly estimated tax payments are due by… Continue reading
There are many other provisions within the newly passed SECURE 2.0 Act that could have a significant impact on your retirement planning. RMD changes, more Roth options, and retirement plan contribution increases are good; limitations on IRS-defined “high earners” not so great… 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
