Personal Finance

Best States to Retire…From a Tax Perspective

You spend your life working hard to build a nest egg, saving toward retirement in hopes of maintaining a comfortable lifestyle and enjoying the fruits of your labor. There are a number of things that could compromise your retirement income—some that you can control and some you cannot. One aspect of managing expenses in retirement that could impact your finances is the tax environment in the state which you will reside.

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Optimizing Tax Strategy and Charitable Giving with a Donor Advised Fund

One of the benefits of employing the use of a Donor Advised Fund (DAF) in your charitable giving strategy is that, in certain scenarios, it can be utilized to separate your tax strategy from your charitable giving strategy.

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