The Bunching Strategy: Getting More from Charitable Giving in High-Income Years
In a high-income year, pairing several years of charitable giving into one gift to a donor-advised fund can turn deductions you were losing into deductions that count. Here is who it fits, and who it does not.
3 Retirement Tax Moves That May Result in Paying Less
Kamie and Dan break down three practical ways retirees can lower taxes: control where income shows up, use Roth money strategically to avoid bracket creep, and give smarter with DAFs and QCDs—plus what snowbirds should know about residency and state income taxes.
What Is a Donor-Advised Fund (DAF)?
A donor-advised fund (DAF) lets you give more strategically—with tax benefits, investment growth, and simplified giving to the causes that matter most.
Financial Moves to Make Before Dec 31st
Boost your financial future before Dec 31! Maximize tax benefits, retirement contributions, and savings with this year-end checklist. Start the new year right.