
This article discusses how a donor-advised fund might be used to time charitable contributions for tax purposes or to gift appreciated assets.
In the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts. However, a properly constructed trust can serve many other purposes for families of more modest means.
Did you know varying performance can change the balance of sectors in a portfolio? Learn how sector funds can be used to shift sector weighting.
How much will it cost to pay off a loan over its lifetime?
Will you be able to afford nursing home care?
Estimate the future value of your current savings.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.