You’re Retired. Your Tax Bill Isn’t.
Many people expect their tax rates to drop in retirement—but reality doesn’t always cooperate. Let’s explore why, through the eyes of some fictional […]
You’re Retired. Your Tax Bill Isn’t. View More »
Tax Strategy
Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. Rates of return will vary over time, particularly for long-term investments. Actual results will vary. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues. Raymond James is not affiliated with nor endorses the services of engaging-data.com
Tax Tweaks Often Affect Givers’ “How” but not Their “Why”
Generous families remain a positive force amid this tough year – though some have adjusted their strategies due to the CARES Act. Hear
Tax Tweaks Often Affect Givers’ “How” but not Their “Why” View More »
Did You Know 529s Are Powerful Estate Planning Tools?
Most of us associate 529 accounts as college savings vehicles. They’re flexible, allowing you to transfer assets to anyone, including yourself, for the
Did You Know 529s Are Powerful Estate Planning Tools? View More »
Check This List – Twice – Before Year-End
Proactive investors know that the months before year-end are an ideal time to make any final tax-saving moves. While keeping in mind your
Check This List – Twice – Before Year-End View More »
Trim Your Future Tax Bill by Thinking Ahead
Don’t procrastinate when it comes to prepping for tax season. The tax code can be a labyrinth to navigate. Nevertheless, taking action now –
Trim Your Future Tax Bill by Thinking Ahead View More »
CARES Act Updates: Relief from RMD
Who doesn’t love saving money on taxes? Acadium has been staying on top of all the recent changes and once again would like
CARES Act Updates: Relief from RMD View More »
Give Wisely to Maximize Your Charitable Impact
Contribute to the causes you care about with strategies that match your intentions. Two studies conducted at the University of Chicago and Northwestern
Give Wisely to Maximize Your Charitable Impact View More »
Leaving Money to Your Kids? Consider These Inheritance Tips
How to have a valuable family conversation about your estate. Talking to family members about estate planning and legacies can be uncomfortable. These
Leaving Money to Your Kids? Consider These Inheritance Tips View More »
6 Actions That Can Build an Enduring Philanthropic Legacy
Making a difference can start with how you live your everyday life. When you think about your legacy, perhaps you hope to one
6 Actions That Can Build an Enduring Philanthropic Legacy View More »
Ideas to Take Your Generosity Further [INFOGRAPHIC]
From dedicated trusts to volunteering, there are many ways to not just leave behind a legacy of generosity, but to live it.
Ideas to Take Your Generosity Further [INFOGRAPHIC] View More »