Financial advisors from Sensible Advisors attended the NAPFA Spring National Conference in Texas, gaining insights on tax savings, IRAs, long-term care planning, and estate taxes.
taxes
Will You Owe Taxes When You Sell Your Home?
If you sell a primary residence you may owe taxes on your gains. Some rules pertaining to taxes and home sales have changed over the years.
Charitable Giving (part 4): Donate Using DAFs
Charitable giving can reduce taxes. If you use Donor Advised Funds, you can often increase tax savings and donate to your favorite charity.
Charitable Giving Options (Part 3): Donor Advised Funds
Donating to a Donor Advised Fund enables you to contribute, receive a tax deduction, and advise the charity on how to use your donation.
Mega Backdoor Roth 401(k)
What is a mega backdoor Roth? What are the benefits and risks? Will it help increase retirement savings? What about tax-free savings growth?
Should I Take My RMD This Year?
The CARES Act says you don’t have to take an RMD this year. Should you?