The SECURE Act provides a mixed bag of incentives and obligations for retirement savers and service providers alike. Its intent is to make it easier for families to save more for retirement. That said, “easier” doesn’t necessarily mean less complicated.

As a smart investor, you want to maximize opportunities to grow your wealth and to take advantage of every financial tool available to make that happen. You also want to give back to your community through charitable giving. So how can you accomplish both?

If you're an attorney or similar high-end professional earning $400,000+/year, let's face it: Your basic tax-advantaged retirement contribution limits won't cut it.

You may be able to leverage your retirement plan contributions to lower your annual income, while also taking advantage of the QBI deduction and score some significant additional tax savings as a “reward” for doing something you’d love to be doing anyway: saving for retirement.

As a busy, thriving professional, your life is going at a breakneck pace. At the same time, you want to build wealth for the future. How do you balance the two?

No matter how the 2017 Tax Cuts and Jobs Act (TCJA) may alter your tax planning, we’d like to believe one thing will remain the same: With or without a tax write-off, many Americans will still want to give generously to the charities of their choice. After all, financial incentives aren’t usually your main motivation for giving. Enter the donor-advised fund (DAF) as a potential tool for continuing to give meaningfully and tax-efficiently under the new tax law.