The Benefits of Donating Highly Appreciated Investments
What most People don’t know is the method you use to donate can make a big difference to the amount of money you’re giving to the charity as well as maximizing the amount of tax savings to you, the donor.
David Garcia, CFP, CFA, and Partner at Evensky & Katz / Foldes Financial reviews strategies for donating highly appreciated investments to charity.
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Recent Insights
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Before the Ballots: The Strategic Advantage of a SLAT During an Election Year
With less than 70 days until election day, the future of both the White House and the Senate hangs in the balance. Regardless of who wins, the ongoing challenges of rising federal deficits, unprecedented spending, and lower tax revenues could pave the way for higher taxes in the future. The estate tax exemption, which primarily…
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Understanding Form 5500: A Guide for Business Owners
When it comes to managing your company’s retirement plan, one of the most important responsibilities is filing Form 5500. This form is crucial for maintaining compliance and protecting both your business and your employees. Let’s break down what Form 5500 is, why it matters, and share some practical advice on what to do if you’ve…
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Expert Insight on Financial Independence for Women
The Women’s Guide to Financial Independence
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Average Retirement Account Balance of Americans
Retirement Savings by Age
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Issues to Consider When Creating Your Estate Plan | 2024
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Evensky & Katz / Foldes
Estate planning can often be overlooked, yet it’s crucial for ensuring your wishes are carried out and your assets are managed effectively. Many people are unsure where to start or what questions to ask. This checklist is designed to provide clarity and guide you through the essential elements of estate planning. Key Considerations Include: Use…
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