The relevant variables and calculations can be complex, depending on the situation.
Here are the steps to take provide solutions for the younger generation investor.
The new rules are attractive for many families who plan accordingly.
Cashing in savings bonds to pay for college can have unexpected tax consequences.
Today's password managers have a multitude of features that can benefit your client in their day-to-day digital lives--and even play a role in their estate planning.
The Opportunity Zone program is designed to raise the economic vitality of thousands of struggling communities while providing a tax-break for capital gains.
Online collaboration tools consolidate ongoing business activities such as meetings, electronic communication, to-do lists, and project management in a central hub.
How an old-fashioned checkbook can simplify the process of making QCDs from an IRA.
Research shows that asset allocation determines the vast majority of the differences in return across investment portfolios, but asset location plays an important role, too.
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