Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.