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Charitable Giving Strategies




This month, my newsletter explores the following topics:


Volatility in the markets and the economy raises many questions. Please contact me if you would like to discuss your finances.


IRS Form 1099-K: You Might Not Get One From Venmo, PayPal, Or Cash App For 2022

The IRS has delayed the $600 reporting threshold for IRS Form1099-K involving payment networks like Venmo, PayPal, Amazon, Square, and Cash App.

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Congress Passes New Retirement Rules. What These 7 Changes Mean For You And Your 401(K)

SECURE 2.0 “will help increase savings, ensure greater access to workplace retirement plans, and provide more workers with an opportunity to receive a secure stream of income in retirement,” said the president and CEO of a large US retirement service provider. Here’s a look at seven of the SECURE 2.0 provisions, based on a breakdown from the Senate Finance Committee.

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5 Tax-Smart Charitable Giving Strategies For Retirees

There’s still time this year to do well by doing good, and there are still tax advantages to be had in charitable donations by retirees. Act soon, though!

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On The House: Is 2023 The Year To Finally Buy A Home?

There are some signs indicating that it might be getting easier for many folks to buy a home.

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Michael M. Silverman is a Financial Representative of The Guardian Life Insurance Company of America, New York, NY. Strategies for Wealth is not an affiliate or subsidiary of Guardian.


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2023-150257 Exp. 2/25

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