Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Find That Lost Retirement Account
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.