The “Money Talks” experts have a conversation on what a recent widow should pay attention to as she files her tax return and moves forward as a single filer.
The SECURE Act substantially restricts the “stretch” IRA provision. We explain the new rules and notable exceptions.
The “Money Talks” experts discuss the various ways you can maximize your gift to charity using life insurance.
The “Money Talks” hosts review the important estate planning documents everyone should have in order.
If you would like to make a substantial tax-deductible charitable donation this year, but have the ability to spread the actual distribution of funds to specific charities over a number of years, a donor-advised fund (DAF) may fill that need. We explain in this week’s Tax Tip.