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Tag: Charitable Donation

Purge Your Piles of Paper: What to Save or Shred

Here are our recommendations on what to save (and for how long), what to shred (and when), and what to share (and with whom). Even if you’ve gone mostly paperless, you can use this guide to determine which digital files you should delete and which you should secure.

3 Great Ways to Give From Your IRA

An IRA is an appealing way to save for retirement: Make a contribution and enjoy tax savings. But eventually, the tax bill comes due—when you take your annual distributions and again when you leave your assets to heirs.