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Finance

Op-ed: Here’s why estate planning is a gift for your family

Just hearing those words " estate planning " makes most people zone out, as it's tied to the end of their mortality, a topic...

Finance

What it would cost to live like the ‘Home Alone’ family today, according to financial advisors

Home Alone (1990)20th Century FoxThe classic Christmas movie "Home Alone" tells the improbable tale of a family who leaves their 8-year-old son home when...

Finance

That Roth IRA conversion comes with a tax bill — here’s how to pay for it

Srdjanpav | E+ | Getty ImagesMore from FA Playbook:Here's a look at other stories impacting the financial advisor business.When a Roth conversion is completed,...

Finance

Here’s what to know before taking your first required minimum distribution

Grace Cary | Moment | Getty ImagesAfter decades of building your nest egg, you will eventually have to start taking required minimum distributions, or...

Finance

You could score a tax break by gifting crypto to charity — but there may be some pitfalls

Hispanolistic | E+ | Getty ImagesIf you're planning a gift to charity this holiday season, you could score a tax break by donating cryptocurrency....

Finance

Investors’ crypto donations to charity skyrocket. Why it can be ‘hugely beneficial,’ expert says

Artistgndphotography | E+ | Getty ImagesThere's soaring interest in donating cryptocurrency to charity as digital currency investors seek to maximize their tax break and...

Finance