Given the late 2014 rule change and ongoing uncertainty surrounding QCDs, this is a good time to review a few charitable giving basics. By planning in advance, you can ensure your giving strategy benefits from all available tax deductions.
Trimming an investment that has become “overgrown” can mean realizing gains and paying taxes. Not to be unexpected, this is part of being a successful, long-term investor.
The New York Times’ Ron Lieber explains why 401(k) participants should demand employers offer index funds in their company retirement plan.