Have you received a 1099 tax form that you don’t understand? Our guide describes the basics of the nearly two dozen different ...

DCGAs enable you to make a gift now to HMS, receive a charitable deduction to reduce current income ... by changes in the economy or financial markets. Please complete the form below, and our gift ...

Saving enough money for retirement is a primary concern when it comes to financial planning for Americans. However, it's also vital to consider long-term capital gains taxes, or the amount you'll ...

An immediate payment charitable gift annuity (CGA) is often deemed a model of certainty. Once a donor and the charity agree on the rate, nothing changes. Even if the charity mismanages the ...

With a charitable gift annuity, you agree to make a gift to the IRC and we, in return, agree to pay you a fixed amount each year. The balance supports our humanitarian work. A charitable remainder ...

pooled income funds and charitable gift annuities, depending on a retiree’s financial complexity and goals. These tools, while powerful, require collaboration with financial and legal advisers ...

In recent years, a wave of retiring baby boomers and high interest rates have helped fuel record-breaking sales in the annuity market. From 2022 to 2024, annuity sales topped $1.1 trillion ...

The most important of these is the W2—a wage and tax statement from your employers—but there’s also an alphabet soup of 1099 forms to watch out for. Maybe you received Form 1099-DIV?