Insights

What's in this issue: Record Charitable Giving in 2024; Traditional vs. Roth: IRA Preference Differs by Generation; Finish the Year Strong by Considering These Tax Moves; Holiday Tipping Etiquette: Tis' the Season to Show Your Appreciation; Goodbye Passwords, Hello Passkeys; Strategies for Smarter Giving; and Beneficiary Designations: Who Gets the Money?

What's in this issue: Record Charitable Giving in 2024; Traditional vs. Roth: IRA Preference Differs by Generation; Finish the Year Strong by Considering These Tax Moves; Holiday Tipping Etiquette: Tis' the Season to Show Your Appreciation; Goodbye Passwords, Hello Passkeys; Strategies for Smarter Giving; and Beneficiary Designations: Who Gets the Money?

What's Inside: Premium Pay for Top Schools; Navigating Medicare; Time Horizon; High Cost of Dying; Employee Ownership Succession Plan; and Life Insurance Help