When to Use a Donor-Advised Fund for Charitable Giving
Philanthropist and oil tycoon John D. Rockefeller famously said: “Think of giving not only as a duty, but a privilege.” If you are of the same charitable mindset as John Rockefeller, you might consider a donor-advised fund (DAF). A donor-advised fund (DAF) is a tool to which you make an irr …
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Income-Related Monthly Adjustment Amount (IRMAA) Worksheet
IRMAA, or the income-related monthly adjustment amount, is an extra amount you have to (or will have to) pay on top of your Medicare Part B and Part D premiums based on your income. Now that you know what IRMAA is, it’s never too early to start thinking about when you’ll eventually have to …
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Health Savings Account (HSA) Worksheet
Did you know you can utilize a health savings account (HSA) to invest for your future? HSAs have many tax benefits, including tad-deductible contributions and tax-deferred growth. But is one right for you? This worksheet will help you determine if you qualify, as well as identify common mis …
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Social Security Taxation Worksheet
Did you know your Social Security benefits can be taxed? That’s right – up to 85% of your Social Security benefits, money that you put away over your entire career, could be subject to taxation when you receive the benefits in retirement. Our worksheet helps you figure out if you owe, and h …
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