Charitable Giving: Smart from the Heart Do you have causes that you want to support with donations? Related Content Rebalancing Your Portfolio Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical. Ways to Manage Your Money and Taxes in Retirement Careful planning and tax-efficient drawdown strategies can help you enjoy the lifestyle you've dreamed of in retirement. Contributing to an IRA? Determine if you are eligible to contribute to a traditional or Roth IRA.