What is a Donor-Advised Fund and How Does it Work?
Got stock or mutual funds that have grown a lot over the years? There's a giving strategy that lets you support the causes you care about, skip a chunk of the tax bill, and decide the timing yourself. Here's how a donor-advised fund actually works.
What to Do When You Inherit an IRA
Have you recently inherited an IRA account from a friend or loved one that has passed? Not sure what to do with it or the rules around the account? This article explains your options and the rules for when/how to take the money out of the account…