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April 2026

Person in a business shirt using a calculator with one hand while holding a pen and reviewing documents about an excess Roth IRA contribution, with glasses, papers, and a glass of water on the desk

Excess Roth IRA Contribution: How to Spot, Fix, and Avoid Mistakes

Filing & Compliance

You maxed out your Roth IRA early in the year, only to realize your income pushed you over the limit or you accidentally contributed too much. Now you’re worried about penalties, extra taxes, and paperwork you never planned for. That sinking feeling? It’s pretty common, especially with retirement accounts and all their strict IRS rules. […]

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A hand points to a green notepad with "Donor-Advised Funds" written on it, symbolizing a donor advised fund with charitable donation, next to a small plant and blue hourglass on a gray surface

Donor Advised Funds with Charitable Donations: Smart Tax Strategies to Give More & Save More

Non-profit Taxes

Trying to make your charitable donations count—both for the causes you care about and your tax situation? A donor advised fund (DAF) is a flexible option: you can contribute assets, snag a potential tax deduction right away, and then decide over time which charities get the money. With a donor advised fund with charitable donations,

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