Author: Kraig Moore

Celebrate National 529 Day with a Gift on May 29

  National 529 Day is coming up! Celebrate on May 29 by making a gift to a child or grandchild’s 529 Qualified Tuition Savings Plan (formerly called 529 College Savings Plans). These savings vehicles are available through government-sponsored programs in nearly all states and the District of Columbia. Most 529 plans offer a range of investment […]

Use Your IRA to Make Charitable Donations

The 2017 tax law nearly doubled the standard deduction and therefore significantly reduced the number of filers who itemize deductions. Retirees may be disappointed to learn they cannot deduct their charitable gifts for income tax purposes this year. Only 8% of filers are expected to take a charitable deduction this year, down from 20% in […]

Protect Yourself Against Identity Fraud

An estimated 15.4 million consumers were impacted by some type of identity theft in 2016, according to a report by Javelin Strategy & Research, an increase of 16% from the prior year. Despite efforts to combat it, approximately 1 in every 16 U.S. adults was a victim of identity theft last year, and fraudsters net […]