Many people will make out checks to their favorite charities and then report this information when it comes to tax time. Unfortunately, this simplistic approach can leave tax savings on the table.
In the aftermath of drafting the US Constitution, Benjamin Franklin wrote, “… in this world nothing can be said to be certain, except death and
The years leading up to retirement are frequently filled with a number of opportunities to minimize taxes that, if not implemented, can never be recaptured. Unfortunately, many people wait until about one or two years before retirement before getting serious about retirement planning, only to later regret their delay.