Articles

<p>When planning your IRA withdrawal strategy, you may want to consider supporting a favorite charity with tax-free contributions from your IRA. These contributions are known as qualified charitable d...

<p>It’s no secret that investing is an emotional process. Markets swing and news organizations take full advantage to pump their ratings and incite fear, oftentimes without fully understanding the e...

<p>If you are 50 or older, or you will reach age 50 by the end of the year, you may be able to make contributions to your IRA or employer-sponsored retirement plan above the normal contribution limit....

Denise Lies is a senior administrative associate who primarily supports retirement plan administration. She enjoys cheering on her teenage sons and spending time on the farm where she grew up. Below s...

Yes, they can be an excellent way to save for college. College savings plans are established by states and typically managed by an experienced financial institution designated by the state. Each plan ...

Caring for your aging parents is something you hope you can handle when the time comes, but something you probably hope you never have to do. Caring for your aging parents means helping them plan for ...

People often say the one constant in our lives is change. This has certainly been true in the financial industry. It’s hard to keep track of who’s who and who’s where. What is the bank or insura...

“I am not going to give to charity in 2018 because I can no longer receive a tax deduction for my gift.” This was the comment shared while I discussed the new 2018 tax laws with a development offi...

The maximum amount you can contribute to a traditional IRA or a Roth IRA in 2018 is $5,500 (or 100 percent of your earned income, if less), unchanged from 2017. The maximum catch-up contribution for t...

Answer: The taxation of your investment income depends on several factors, including the type of investment income you have (e.g., tax exempt, ordinary, capital gain, or tax deferred). If you have mun...

Mary Carlson is a senior administrative associate who works primarily with personal trusts. She also is a huge sports fan and makes a fabulous Christmas Eve Lasagna. Below she shares a few things abou...

Here are 10 things to consider as you weigh potential tax moves between now and the end of the year. 1. Reserve time to plan. Effective planning requires that you have a good understanding of your cur...