As we’ve seen, a high interest rate environment can generate financial challenges, such as tighter lending standards and reduced consumer spending. But it may also present certain opportunities for ...

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Volunteering in-person with an organization, contributing items to a community pantry or signing up for virtual, skill-based ...

When considering how to make a substantial gift to a charitable corporation, one should not rule out making it indirectly via assignment to an independent trustee. First, an independent trusteeship ...

Rafi, 3, holds a box of winter clothing that his family received from a distribution at Kawergosk Syrian Refugee Camp in Erbil Governorate, Kurdistan, Iraq. Tax planning may be far from your mind as ...

You may have heard about it before. The "stretch IRA" was a popular estate planning tool embraced by people who sought to leave a financial legacy to their heirs in a tax-efficient manner. This ...

Donor advised funds have become a popular tool for those looking to streamline their charitable giving. In recent years, donor advised funds (DAFs) have become an increasingly popular tool for those ...

Q. Hi Dan. In your answer to Hank in your column about how to make charitable donations from an IRA, you said donating that was “… better than paying yourself the RMD and then cutting personal checks ...