Watch for these pitfalls before donating crypto to charity
Hispanolistic | E+ | Getty Images If you’re planning a gift to charity this holiday season, you could score a tax break by donating cryptocurrency. But there are some key …
Financial planners
Here’s how retirees can get the biggest tax break for charitable gifts
Xavierarnau | E+ | Getty Images If you’re retired and planning a year-end donation to charity, there’s a key move to maximize your tax break, financial experts say. Qualified …
Retirement rule changes coming in 2025 — here’s how you can save more money
Baona | E+ | Getty Images More from FA Playbook: Here’s a look at other stories impacting the financial advisor business. Starting in 2025, investors age 60 to 63 can …
How to leverage higher income limits for the 0% capital gains bracket
dowell | Moment | Getty Images The earnings limit for the 0% capital gains bracket will rise in 2025, which could offer tax planning opportunities, financial experts say. At sale, …
Here’s how to know if active ETFs are right for your portfolio
Izusek | E+ | Getty Images Exchange-traded funds are generally known for passive strategies. But there has been a surge in actively managed ETFs as investors seek lower costs and …
There’s a key change coming to 401(k) catch-up contributions in 2025
Aire Images | Moment | Getty Images Many Americans face a retirement savings shortfall. However, setting aside more money could get easier for some older workers in 2025. Enacted by …
bond yield curve: Looking to beat FDs? Bet on lower end of the bond yield curve
Mumbai: Investors looking for a low-cost passive debt option that can generate a higher return than fixed deposits while assuring robust safety in an investment time horizon of 15-33 months …
Trump’s tax cuts could expire after 2025. How advisors are preparing
Republican presidential nominee former President Donald Trump attends a rally at the site of the July assassination attempt against him, in Butler, Pennsylvania, Oct. 5, 2024. Brian Snyder | Reuters …
How the Social Security payroll tax limit for 2025 may affect you
Hispanolistic | E+ | Getty Images How the Social Security tax calculation works The Social Security payroll tax rate is 12.4%, with workers paying 6.2% through paycheck deductions. Employers pay …
What to do with required withdrawals when you don’t need the money
Skynesher | E+ | Getty Images For some retirees, the deadline to take required withdrawals from retirement accounts is approaching — and those who don’t need the money have options, …