0
Skip to Content
Vision Retirement
Offerings
Advice
Tax >
Investing >
Other >
Integrated Tax Solutions
Income Tax Preparation (through Advisor Tax Prep)
Investing
Automated w/Guidance
Fiduciary Investment Management
Self-Directed w/Oversight
Other
Am I on Track? (AIOT)
VR Test Drive
Hourly Consulting
Financial Planning
Test
Education
Articles
Videos
Events
Planning & Investing Terms
About
Our Story
Our Team
VisionGives
Disclosures
Partnerships
For Credit Unions
For Dave Ramsey Fans
For Employers
Client Login
AccountView
VRConnect
VR Robo
Schedule an Appointment
Vision Retirement
Offerings
Advice
Tax >
Investing >
Other >
Integrated Tax Solutions
Income Tax Preparation (through Advisor Tax Prep)
Investing
Automated w/Guidance
Fiduciary Investment Management
Self-Directed w/Oversight
Other
Am I on Track? (AIOT)
VR Test Drive
Hourly Consulting
Financial Planning
Test
Education
Articles
Videos
Events
Planning & Investing Terms
About
Our Story
Our Team
VisionGives
Disclosures
Partnerships
For Credit Unions
For Dave Ramsey Fans
For Employers
Client Login
AccountView
VRConnect
VR Robo
Schedule an Appointment
Folder: Offerings
Back
Advice
Tax >
Investing >
Other >
Folder: Integrated Tax Solutions
Back
Income Tax Preparation (through Advisor Tax Prep)
Folder: Investing
Back
Automated w/Guidance
Fiduciary Investment Management
Self-Directed w/Oversight
Folder: Other
Back
Am I on Track? (AIOT)
VR Test Drive
Hourly Consulting
Financial Planning
Test
Folder: Education
Back
Articles
Videos
Events
Planning & Investing Terms
Folder: About
Back
Our Story
Our Team
VisionGives
Disclosures
Folder: Partnerships
Back
For Credit Unions
For Dave Ramsey Fans
For Employers
Folder: Client Login
Back
AccountView
VRConnect
VR Robo
Schedule an Appointment

Year-end giving: 529s and QCDs

  • Retirement,
  • Personal Finance,
  • Investing,
| 11/26/24

The holiday season is about giving back; 529 plans and QCDs are just two examples. 

Previous

What is the S&P 500?

Next

Year-end tax planning tips 2024

You Might Also Like

Related Video Item Thumbnail What is mortgage insurance (PMI)?
Related Video Item Thumbnail Can I work and collect Social Security?
Related Video Item Thumbnail What is a SEP IRA?
Related Video Item Thumbnail What is a fiduciary?
Related Video Item Thumbnail Rule of 55
financial advisor Ridgewood Paramus NJ Poughkeepsie NY CFP RIA fiduciary retirement planning.png

201-447-2212
171 E. Ridgewood Ave.
Suite 205
Ridgewood, NJ 07450
Email Us

Follow us on:
Facebook
LinkedIn
YouTube

Subscribe
Transfer Files

Solutions

Advice

Integrated Tax Solutions
Income Tax Preparation

Investing
Automated w/Guidance
Fiduciary Management
Self-Directed w/Oversight

Additional Options
”Am I on Track?”
Financial Planning
Hourly Consulting
VR Test Drive

Education

Articles

Events

Terms to Know

Market Commentary

About

Our Story

Our Team

Disclosures

Press

Career Opportunities

VisionGives

FAQs

Locations

Partnerships

For Credit Unions

For Dave Ramsey Fans

For Employers

Login

AccountView

VRConnect

VR Robo

Disclosures:

Planning, Advice & Fiduciary Investment Services offered through Vision Retirement LLC, a registered investment advisor.

All content is developed from sources that are believed to provide accurate information. The information provided in these materials is not intended to be tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and the materials provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
To obtain our firm’s most recent disclosures, just click on a button below.

ADV disclosure
Privacy Policy
Customer Relationship Summary (CRS)

©2024. All rights reserved.

Vision Retirement is a Ridgewood Financial Advisors company.
Financial advisors available in Ridgewood, New Jersey and Poughkeepsie, New York.