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Economic factors like changes to the tax code are behind nearly a quarter of all recent giving, according to a new survey.November 20
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Waiting too long means clients will miss out on the opportunity to maximize the plan’s full tax benefits.November 19
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Younger clients are more savvy consumers who know how to minimize their expenses and are less inclined to spend on material goods, an expert says.November 13
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More than $37 billion flowed into tax-sheltered donor-advised funds in 2018, according to a new report.November 13
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Major repairs are needed to ensure Social Security’s long-term stability, according to an expert.November 12
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The metal’s price has dipped from its high in September amid a raft of good news that has boosted investors’ risk appetite.November 12
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Clients with children are advised to start saving early in a 529 plan to take advantage of the “tax-free or tax-deferred growth.”November 12
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Buyout amounts are high right now, but there are many other factors to consider when guiding your client to the right choice.November 8
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Fresh off rebranding its wealth management business to Avantax, the firm aims to support its smaller but more productive force.November 7
