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    Managing Taxes (6)50 Articles

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    Tue, Dec 17, 2024

    Should You Donate to Charity for the Tax Benefits?

    Thinking about year-end charitable donations? Make sure you’re clear on the “why” and “how” behind your giving—and the tax implications.
    Aerial view of couple on a beach

    Tue, Dec 10, 2024

    Your Guide to the Great Wealth Transfer

    When $84 trillion is on the move, people tend to notice. Right now, Baby Boomers are passing down the wealth they’ve built throughout their lives to the next generations. See how to effectively navigate this historic transition with our new guide.
    2025 notebook on a table with coffee

    Wed, Dec 4, 2024

    What’s Changing in 2025?

    IRA and 401(k) contribution limits, income limits, and tax rates are all set to change in 2025. This quick guide can help you identify which rule changes could impact you and give you a jumpstart on strategizing for the new year.

    Last Will and Testament

    Tue, Sep 17, 2024

    What are the Best Assets to Leave Your Heirs?

    Discover the pros and cons of different asset types you can leave to your heirs.
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    Thu, Sep 12, 2024

    Do Your Heirs Want an Inheritance?

    Not everyone wants an inheritance. Discover the reasons why, plus some alternative ways to leave a legacy for your family.
    A woman harvests peaches into a wicker basket

    Tue, Aug 27, 2024

    Is This Your Year to Try Tax-Loss Harvesting?

    Capital gains tax can take a major chunk of your investment income. So, how do investors make a profit without the heavy tax burden? Tax-loss harvesting is a strategy to help you match gains with losses – but you must take action before the end of the year.

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