Charitable Contributions

From: www.fidelitycharitable.org

Optimize your charitable planning for maximum tax savings

Understanding the tax strategies related to charitable contributions can help you decide how much to give, what asset to give and when to give, so you can provide the maximum amount to charity—and receive the maximum tax advantages for yourself.

Why charitable contributions can help you receive maximum tax advantages

According to the report Giving USA , U.S. families and individuals give…

Charitable Giving and Tax Strategies to Consider

From: www.nerdwallet.com

Giving to charity not only makes a positive philanthropic impact but can also positively affect your tax burden.

Everyone loves a win-win situation. And that’s the case with charitable giving and its tax benefits — you can do good for others while also doing good for yourself.

When giving to charity, you can lock in tax deductions and save money for your heirs. Consider…

Avoid running into common hazards that occur and diminish retirement funds.

Top 6 Tax Changes You Should Know About for 2022

From: www.taxact.com

Wondering what’s changed in the tax world from last year? We put together the top six 2022 federal tax changes that taxpayers like you should know about before filing your income tax return in 2023.

Tax year 2021 saw major tax changes due to the coronavirus pandemic, but many of those changes went away in 2022. Let’s look at the…

Allspring: Municipal Monthly Market Update Jan. 2023

From: Allspring

High Yield Muni and BBB Muni spent the majority of the last year toward the bottom of the barrel in terms of performance. As a result, spreads have widened close to historic averages. Did you know that you can generate much more yield going down in credit quality then you can going out in duration? See page 2 from the Allspring Municipal…

Top 6 Tax Changes You Should Know About for 2022

From: www.taxact.com

Wondering what’s changed in the tax world from last year? We put together the top six 2022 federal tax changes that taxpayers like you should know about before filing your income tax return in 2023.

Tax year 2021 saw major tax changes due to the coronavirus pandemic, but many of those changes went away in 2022. Let’s look at the…

Which Type of Dividend Fund Do You Prefer?

From: www.morningstar.com

They may carry the same name, but not the same investment approach.

The ETF Advantage

Last week’s column “Are Dividend Funds All That?” showed that equity funds that hold dividend-paying stocks have thrived over the long term. Usually, bear-market heroes are bull-market flops, but dividend funds have been exceptions. They not only have resisted downturns but have…

Municipal Bonds: An Attractive Opportunity in an Uncertain Time

From: jhinvestments.com

Municipal bonds can offer investors compelling yields without sacrificing credit quality in a late-cycle economic environment.

Municipal bonds are only a small part of the broad fixed-income market, standing at roughly $4 trillion in assets relative to the $53 trillion in total U.S. fixed-income assets. However, this asset class can offer some unique advantages to other parts of…

David Morgan talks with Tom Hardin from Canterbury Investment Management, on extraordinary investment strategies:

David Morgan talks about the importance of being your advocate and how with his elite team of money manageres and professionals REAP earns our clients’ honesty, integrity and trust just as much in down markets as in up….