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Tax Benefits for Donating Appreciated Stock

For certain charitably inclined taxpayers, donating appreciated stock to charity can be an excellent year-end tax planning strategy. This may be especially true if the stock is highly appreciated and you’d like to sell it but are worried about the tax liability.

How to Partner with Your Own Self-Directed IRA

By John “Jack” F. Kiley, CPA, CISP Partner / MidAtlantic IRA, LLC    Partnering with your own Self-Directed IRA is just one strategy that I’ve seen more and more investors implement to try to help boost their retirement savings. Simply put, this strategy combines...