Donating cash is great, but you get more bang for your buck by donating appreciated stock or other investments that have risen in value. Donating appreciated stock has powerful tax benefits: Save income tax. Avoid capital gains...
Read MoreYou know how much your disability insurance will pay (or do you?) But is your disability insurance taxable? Here’s how to tell. Is Your Disability Insurance Taxable? Your disability insurance is: Taxable if you...
Read MoreA lot of people think they’re getting a tax benefit from their charitable donations. Under current tax law, many of them aren’t! Bunching multiple years of planned donations into one tax year can solve this problem. Why many...
Read MoreA donor-advised fund (DAF) is a charitable investment account that is owned by a 501(c)(3) nonprofit, but controlled by you. This article reviews 5 benefits of a donor-advised fund. 5 Benefits of a Donor-Advised Fund Benefit #1:...
Read MoreHow much will your disability insurance pay? Knowing how much your disability insurance will pay is key to deciding if you have enough coverage. Many disability insurers will cover a max of 60% of your income. This is the total...
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