How Your Money Mentality Should Change in Retirement
Retirement changes everything. Has your money mentality changed with it?
2022 Contribution Limits
Preparing for retirement just got a little more financial wiggle room. The Internal Revenue Service (I.R.S.) announced new contribution limits for 2022. A look at the new limits.
Should You Be Utilizing Donor-Advised Funds in 2021? These 4 Tax Benefits May Help Make Up Your Mind
A donor-advised fund can help you maximize your charitable deductions for the year. But did you know it also comes with additional tax benefits? Read on to learn more.
Restricted Stock Units (RSU): Understanding Your Equity Compensation Options
When it comes to compensation, many companies now provide equity and stock-based benefits to their employees.
Qualified Charitable Donations (QCDs) to the Rescue
People over the age of 72 who have IRAs are required to take RMDs out of the account. If they’re charitably inclined, they can take their distribution in the form of a QCD. The distribution would be a direct transfer to the charitable organization of their choice, up to a limit of $100,000.
My Partner Makes More Money Than Me. What Do We Do?
While there’s no steadfast rule to handling income inequality, there are a few important takeaways you and your spouse can discuss to help level the playing field.