Tax Strategies to Help Your Money Last in Retirement | Too Late to Do a Roth Conversion if You're Retired? | What Keeps Pre-Retirees Awake

Six Steps to Plan Your Charitable Giving | Is It Too Late to Do a Roth Conversion if You're Retired? | Are You an Estate Planning Procrastinator? Created for {EMAIL} | [Web Version]( November 10, 2024 FOLLOW US:  [LinkedIn]( [Facebook]( [Building Wealth]( [Building Wealth]( [SIGN UP](format=multipart) ⋅ [WEBSITE]( [] Charity [] [Six Steps to Plan Your Charitable Giving]( [Six Steps to Plan Your Charitable Giving]( (Getty Images) If you have money to give to causes you care about, a planned giving strategy can help boost the impact of your donations. Financial professional Adam Frank offers these [steps to get started](. [] Saving for Retirement [] [Is It Too Late to Do a Roth Conversion if You're Retired?]( The short answer, according to financial professional Arrin Wray, is: Not at all. Roth conversions can be great tax-saving strategies … for the right people. Are you a good candidate? [Find Out More]( [Get the Facts on These 6 Social Security Myths]( Collecting Social Security benefits can be an important component of your retirement income strategy, but the federal program can also be complicated to understand. Get the facts on how the Social Security program works for retirees. [READ MORE]( ADVERTISEMENT [] Estate Planning [] [Are You an Estate Planning Procrastinator?]( [Are You an Estate Planning Procrastinator?]( (Getty Images) It's important to focus on estate planning, for you and your heirs. From wills and trusts to executors and taxes, here are some [essential points to keep in mind](, brought to you by CFP Alex Diaz. [] Taxes [] [Tax Strategies to Help Your Money Last in Retirement]( Having a tax strategy is crucial to making your money last. These tax-saving moves, courtesy of financial professional Scott Dougan, can help, whether you're years from retirement or already there. [Tax-Saving Moves]( [Achieve Stable, Tax-Efficient 1099-DIV Growth with CRE]( Discover CRE Income Fund's latest opportunity within the high growth logistics sector. Preferred shares and an annual 10% dividend yield this opportunity provides steady, tax-efficient income. With easy 1099 reporting this is a great opportunity with minimal tax hassle. [READ MORE]( ADVERTISEMENT [] Retirement Planning [] [Four Questions That Keep Pre-Retirees Awake at Night]( [Four Questions That Keep Pre-Retirees Awake at Night]( (Getty images) If you worry about when you can retire, whether you’ll have enough money, whether the money you do have will last… Well, CFP Nicholas J. Toman notes, you are not alone. Here’s how to [figure out the answers](. [This Billion Dollar Startup Wants to Help You Retire]( This Princeton grad's startup raised $161 million to help people plan for retirement. If you're one of the whopping 110 million Americans over the age of 50, or wisely planning ahead, SmartAsset's no-cost tool can help match you with up to 3 vetted financial advisors. [Learn more]( ADVERTISEMENT [] Other Kiplinger Articles We Think You’ll Like [] [Five Stocks to Buy for a Trump Presidency]( Donald Trump has reclaimed the White House. These five stocks are set to benefit from a second Trump administration. [Seven Financial Mistakes to Avoid in Divorce]( From overlooking hidden assets to scary tax surprises, help protect your financial future by steering clear of these common pitfalls during the divorce process. [Two Consequential Tax Cases You May Not Have Heard About]( The Supreme Court's decisions in these cases create uncertainty about challenging IRS regulations and guidance. Expect more litigation to follow. 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