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MoneyBriefings.com Global Advisers
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MoneyBriefings.com explores ideas on the financial markets, the economy, and other issues that matter to investors.
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Maximizing Retirement Savings with Last-Minute IRA Contributions
Although there is still time before the 2023 deadline, many Americans should think about optimizing their financial strategies, so as to avoid overlooking a crucial opportunity of making last-minute Individual Retirement Account contributions. Global Advisers does not provide tax or legal advice, and we strongly recommend speaking with a tax or legal professional before making any changes to your financial situation that may impact your tax or legal status. To learn more about our Wealth...
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Tax-Loss Harvesting: A Strategic Approach to Reduce Tax Liabilities
TOPICS:As we approach the end of 2022, it’s important to look at tax-loss harvesting, which stands out as a savvy strategy for investors seeking to minimize their tax liabilities.Global Advisers does not provide tax or legal advice, and we strongly recommend speaking with a tax or legal professional before making any changes to your financial situation that may impact your tax or legal status. To learn more about our Wealth Management services, visit Global Advisers, or contact us at 1-844-GA...
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Managed Philanthropy: Tax-Smart Charitable Giving Strategies
This article reviews some of the ways in which you may optimize your charitable giving and get a head start on preparing your taxes for 2019 in light of the new tax legislation. Specifically, it reviews a facet of the Tax Cuts and Jobs Act of 2017 (TCJA) that hasn’t truly altered but has indirectly affected charitable donations and the implications of making contributions.How to handle contributions made to nonprofit organizations.According to the statistics, 96% of Americans donate either mo...