Retirement-age Americans give more to charity every year. Learn how QCDs can serve as a tax-effective way for IRA owners over 70 1/2 to give back and satisfy their RMDs.
Many people understand market risk, but few savers fully appreciate other more controllable risks associated with retirement savings.
Have you considered the benefits of using a Health Savings Account as a retirement savings vehicle?
If you plan on supporting your school-age child through college (or even private high school), start contributing to a 529 Plan early and often to earn an A+ in tax savings.
DAFs serve as a simple, cost-effective way to make more charitable gifts and pay fewer taxes.
Meridian President Tom Coulter takes a line from Warren Buffett to inform a brief discussion about market volatility and risk.