MoneyBriefings.com

Nov 17 2023

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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

Nov 17 2023 2 mins

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

Tax-Loss Harvesting: A Strategic Approach to Reduce Tax Liabilities

Nov 17 2023 2 mins

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

Managed Philanthropy: Tax-Smart Charitable Giving Strategies

Jan 18 2023 7 mins

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