Money News You Can Use.
We believe that knowledge is power, and that’s why we created ‘Money News You Can Use’. I pick the five best articles I read each month and post them here so you can stay informed of the latest financial news and arm yourself with knowledge when preparing for retirement. I know most people don’t have time to sift through hundreds of articles to find the most relevant and helpful ones, which is why I do it for you!
Our theme this month is taking care of your end-of-year checklist. The holiday season can be a busy time of year, so don’t forget that December 31st is an important financial deadline. You might plan on making a charitable donation during the season of giving, so make sure to make it count for the 2019 tax year.
– Happy Reading
Zinnia Wealth Management Founder
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MONEY NEWS YOU CAN USE : END-OF-YEAR CHECKLIST
Rules Regarding Charitable Donations
If you’re planning on making a charitable donation, know how to do it and how it can benefit you.
Tips for Cutting Your Taxes When Taking RMDs
At 70 ½, you will most likely have to start taking Required Minimum Distributions from your traditional 401(k) or IRA. This could trigger a higher tax burden, but it doesn’t have to.
How to Gift Money Tax-Free
Know the rules regarding gifting and passing on wealth tax-free in the time of the Tax Cuts and Jobs Act.
Tax Moves to Make by the End of the Year
In the midst of the holidays, don’t forget to take steps to minimize your taxes for the 2019 tax year.
Celebrating Christmas with Aging Parents
Celebrating Christmas with a loved one living in an assisted living or nursing home facility can present a challenge – here are some tips.