Financial Articles
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The ABCs of Finance: Teaching Kids About Money
It's never too soon to start teaching children about money. Whether they're tagging along with you to the grocery store or watching you make purchases online, children quickly realize that we use money to buy the things we want. You…
Four Questions on the Roth Five-Year Rule
The Roth "five-year rule" typically refers to when you can take tax-freedistributions of earnings from your Roth IRA, Roth 401(k), or other workbased Roth account. The rule states that you must wait five years aftermaking your first contribution, and the…
Key Retirement and Tax Numbers for 2020
Key Retirement and Tax Numbers for 2020 Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. Here are a few of the key adjustments…
How a Donor-Advised Fund (DAF) Works
A donor-advised fund (DAF) offers an easy way for a donor to make significant charitable gifts over a long period of time. A DAF is similar to a private foundation but requires less money, time, legal assistance, and administration to…
Donor-Advised Fund
Summary: A donor-advised fund offers an easy way for a donor to make significant charitable gifts over a long period of time. A donor-advised fund is similar to a private foundation but requires less money, time, legal assistance, and administration…
Donating a Car to Charity
If you donate your car to charity, you may claim a tax deduction for the donation if you itemize your deductions on your federal income tax return. To get started, you'll need to pick a qualified charitable organization, determine the…
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