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What to Know if Medicare’s IRMAA Kicks In, Three Ways to Lower Taxes in Retirement, Building a Sound Investment Strategy

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Wed, Nov 15, 2023 12:53 PM

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How and When to Donate During a Humanitarian Crisis | Delaware Statutory Trust: A Debt Replacement A

How and When to Donate During a Humanitarian Crisis | Delaware Statutory Trust: A Debt Replacement Alternative | Five Building Blocks for a Sound Investment Strategy Created for {EMAIL} | [Web Version]( November 15, 2023 CONNECT WITH KIPLINGER  [LinkedIn]( [Facebook]( [X]( [Building Wealth]( [Youtube]( [Building Wealth]( [SIGN UP]( ⋅ [WEBSITE]( [] Charitable Giving [] [How and When to Donate During a Humanitarian Crisis]( [How and When to Donate During a Humanitarian Crisis]( (Getty Images) [Donating to long-term recovery efforts]( could be an even bigger help than giving immediately after a crisis begins, according to philanthropy expert Elizabeth Wong. [] Real Estate [] [Delaware Statutory Trust: A Debt Replacement Alternative]( [Delaware Statutory Trust: A Debt Replacement Alternative]( (Getty Images) Using a DST would not only meet the [debt replacement requirement in a 1031 exchange](, but the DST could also help the investor diversify their portfolio. Real estate investing expert Daniel Goodwin explains how it works. [A better way to invest]( Investing for you, managed by us. Automated trading, rebalancing, and dividend reinvestment, we put our technology behind every dollar you invest. Investing Involves Risk [LEARN MORE]( ADVERTISEMENT [] Investing [] [Five Building Blocks for a Sound Investment Strategy]( [Five Building Blocks for a Sound Investment Strategy]( (Getty Images) Taxes, asset allocation, diversification and managing risk are just the start of [your long-term investment strategy](. CFP Eric Roberge says you also have to stick with your strategy long enough for it to work. Featured Content Sponsored Content from Decanter [NEW Decanter Wine Club Holiday Offer]( The Decanter holiday case has landed and with it a special offer for new members. Subscribe today and receive a free set of luxury wine glasses* worth $68 and save $50 on your first shipment. There's a good reason this is the wine club loved by the experts. You'll find only top-scoring bottles inside and even some exclusive imports! *Numbers are limited [Learn More]( [] Medicare [] [Four Things to Know if Medicare's IRMAA Kicks In]( Medicare's income-related monthly adjustment amount, known as IRMAA, happens when your income exceeds a certain threshold. CFP Evan T. Beach outlines what you need to know about that, such as how you can appeal if your circumstances change. [Read More]( [The World Has Changed. Has Your Investment Strategy?]( At Vanguard, we're invested in you. Which is precisely why we've created Vanguard Personal Advisor®, providing remote access to financial advisors, real-time goal tracking, and more confidence you'll meet your goals. [There's never been a more perfect time to get started](. 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Kiplinger is a trusted provider of unbiased financial advice, objective business and economic forecasts, and practical help to millions of business professionals, investors, and individuals seeking to make more profitable decisions with their money. Our [flagship publications]( include [Kiplinger Personal Finance]( magazine, [The Kiplinger Letter]( [The Kiplinger Tax Letter]( [Kiplinger Retirement Report]( and [Kiplinger Investing for Income.]( All are regarded as the leading publications in their respective fields. Every day, millions of readers rely on our [free e-newsletters]( for help on everything from getting the best rate on a mortgage or car loan, to managing their businesses in an uncertain world, avoiding an IRS audit, building wealth for a secure retirement, or investing wisely in any kind of market. Now it’s your turn to reap all the rewards Kiplinger has to offer. Visit [Kiplinger.com](, your gateway to all of the above and much more. Check in any time for our latest advice on how to make more money, and keep more of the money you make. Stay right on the money, with Kiplinger. [Sign Up]( | [Print Publications]( | [Unsubscribe]( [Privacy Policy]( | [Cookies Policy]( | [Terms and Conditions]( CONTACT US: [FEEDBACK](mailto:alerts@kiplinger.com) | [ADVERTISE]( [Future]( Future US LLC © Full 7th Floor, 130 West 42nd Street, New York, NY, 10036

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