What to do With Your Old 401(k)
Bil Lako, CFP®, explains the options investors have with their 401(k) when they leave their employer.
Establishing a Legacy of Giving Through Donor-Advised Funds and Family Foundations
Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Giuliana Barbagelata, CFP®, take a closer look at donor-advised funds and family foundations for significant charitable giving. They compare the two in terms of ongoing fees, donor control, and tax benefits.