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®
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?
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.
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.
Morningstar recently published a survey about long-term care insurance. Jason Farris discusses some interesting facts you should know.