Tax-smart charitable giving strategies you can use any time of year
Better support your favorite charitable organizations by spreading your giving throughout the year. It may also be beneficial to you. Read more:Read More
IRS announces 2024 retirement account contribution limits: $23,000 for 401(k) plans, $7,000 for IRAs
Planning for your financial future? The IRS just released the 401(k) and IRA contribution limits for 2024. It’s crucial to know these figures as you map out your retirement savings. Let’s discuss how to maximize your contributions and secure a comfortable future.Read More
Looking to make some year-end donations? It might be a great time to set up a donor-advised fund to help meet your charitable giving, legacy and wealth planning goals. Let’s chat about whether a donor-advised fund is right for you.