For people who are charitably inclined, Jason Farris discusses why it would be beneficial to bundle charitable contributions when tax time comes around.
Posts By: Jason Farris, CFP®,CAP®
Which 529 Savings Plan Is The Right Fit For You?
It has been over twenty years since its inception and 529 plans still remain popular and for good reason; It is a useful tool to help families save for education expenses. But where do you start?
Think Like A Financial Advisor: The Callan Periodic Table of Investment Returns
The Periodic Table of Investment Returns is an extremely helpful tool used to illustrate key investing principles. There are various iterations, but generally shows investment returns for various asset classes, ranked from best to worst.
Boring But Important: Congress Blesses Backdoor Roth IRA Contribution
Buried in the footnotes of the Tax Cuts and Jobs Act (TCJA) Conference Report was a boring, but important explanation: No longer will tax professionals debate the legitimacy of contributing to a traditional, non-deductible IRA and immediately converting it to a Roth IRA.
Long-Term Care: Facts about the “Forgotten” Policy
Morningstar recently published a survey about long-term care insurance. Jason Farris discusses some interesting facts you should know.