3 Notable Changes in Secure Act 2.0 for Advisors
Roth IRAs, charitable distributions, and 529 conversions deserve advisors’ attention.
Estate Planning
More on Estate Planning
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We examine the ongoing fees and underlying investment options for the biggest donor-advised fund in the U.S.
Looking Under the Hood at Vanguard Charitable
It’s arguably the best donor-advised fund affiliated with an asset-management firm for donors who plan to maintain higher account balances.
7 Must-Know Facts About Federal Income Tax Treatment of IRAs
Here’s how income taxes hit an IRA that is payable to a trust when the owner dies.
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Follow these steps to tackle this daunting task.
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Your relationship with money is the key to navigating uncharted territory.
Why All Adults Need an Estate, Long-Term-Care Plan
Award-winning personal finance journalist tells you what you need to know about planning for late-in-life expenses.
Cameron Huddleston: Talk to Your Parents About Their Finances
The personal finance journalist and author discusses the importance of communicating with older adults about estate planning, long-term care, and the dangers of financial fraud.
What You Need to Know About Estate Planning
Why You Should Review Your Estate Plan This Year
Should You Consider Qualified Charitable Distributions?
Morningstar Moments: The Omicron Variant and Charitable Giving Strategies
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Pros and Cons of Donor-Advised Funds
Donors benefit from an immediate tax deduction, tax-free growth, and investment flexibility.
Which Charities Deserve Your Dollars?
Charitable giving offers valuable tax breaks, but it's also worth checking up on a charity's effectiveness.
Can Money Buy a Longer Life?
A noted researcher discusses the factors that contribute to--and detract from--longevity.
How and Why to Donate to Charity (Even If You Don't Get a Tax Benefit)
Budgeting for donations is a way to make sure you’re spending your money in ways that reflect your values and support issues that you care about.
The ABCs of Estate Planning for IRAs Under the Secure Act
A quick start guide simplifies planning choices for clients’ retirement benefits.
Don't Neglect the Softer Side of Your Estate Plan
Document and share your wishes for end-of-life care, the care of your pets, the disposition of your tangible assets, and more.
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