tax savings

3 Ways to Give to Charity in 2013

Ed Slott and Company IRA Technical Consultant Jeffrey Levine lays out 3 different ways you can give to charity in 2013, how charitable giving can help you at tax time and key strategies to take advantage of before the end of the year. It's December, so with that in mind, we lay out 3 ways you can give to charity in 2013.

IRS Releases Updated Form for Claiming the Saver’s Tax Credit

The IRS released the 2013 version of IRS Form 8880, Credit for Qualified Retirement Savings Contributions. The form is used to claim a federal income tax credit, known as the “saver’s credit,” if you make IRA contributions or certain salary deferral contributions to your company’s retirement plan, such as a 401(k) plan. Click to find out the criteria needed for receiving this credit.

Video: Tax-Saving Strategies to Implement; Tax Laws to Keep an Eye On

Tax-saving strategies should be on the tip of every financial advisor's tongue throughout 2012. In this video roundtable, we discuss life insurance, annuities (more specifically QLACs), Roth IRA conversions as well as higher taxes (namely the 2013 health care surtax) coming in 2013.  Share this video with your clients, your friends and your family so they know what tax-saving strategies to implement and what tax laws to keep an eye on this year.2014 Retirement Guide Helps You

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