The holidays are nearly upon us – a time of giving, goodwill to others, and embracing traditions. For many people, giving to a charity or organization that aligns with your values provides a sense of fulfillment. If you itemize deductions on your income tax return, you can deduct gifts made to charities. Here are six … Read More about Spreading Holiday Cheer with Year-End Giving
Dos and Don’ts for Investing During the Holidays
In the world of investing, the “holiday effect,” as it is often referred to, is a phenomenon where stock prices see an increase right before a major holiday. There are many theories on why this may occur. It could be from trading volume being down due to investors taking a vacation or maybe because investors … Read More about Dos and Don’ts for Investing During the Holidays
Unused 529 Plan Funds: 5 Spending Options to Consider
529 plans are tax-advantaged savings vehicles designed to accumulate contributions and help pay for the beneficiary’s qualifying education expenses. Sometimes, 529 plans have unused funds after the beneficiary graduates or decide to discontinue their education. There may be other reasons the funds were not used, such as: The beneficiary received scholarships The beneficiary used monies … Read More about Unused 529 Plan Funds: 5 Spending Options to Consider
Your Traditional 401(k) Year-End Review Checklist
A 401(k) plan is one of the most popular and effective techniques for saving for your retirement. A company will automatically withdraw and contribute money from each paycheck to your 401(k) plan. Some employers will even match a percentage of the contribution. Are you maximizing these contributions? There are also limits on how much you … Read More about Your Traditional 401(k) Year-End Review Checklist
Everything You Need to Know About 529 Plan Withdrawals
529 plans can be used in every state to pay for education expenses at private K-12 and secondary education institutions such as in-state and out-of-state colleges, universities, and technical colleges. 529 plans are qualified tuition plans that allow state and federal tax-free withdrawals of earnings when used to pay for qualified education expenses. When it’s … Read More about Everything You Need to Know About 529 Plan Withdrawals
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