How recent Federal tax law changes are reshaping charitable giving strategies—and what you should do before year-end ...

Have you ever wished you could simply wipe away your retirement tax burden while supporting the causes you care about? It ...

The deadline for required minimum distributions (RMDs) is normally Dec. 31, but there's an exception for your first RMD. Some types of retirement accounts have special rules when it comes to RMDs.

In response to a call from a financial advisor in Pennsylvania, the ERISA consultants at the Retirement Learning Center (RLC) address what the tax benefits are for a qualified charitable distribution ...

LOS ANGELES, CALIFORNIA - NOVEMBER 27: US Senator Alex Padilla volunteers at Project Angel Food for Thanksgiving at Project Angel Food on November 27, 2024 in Los Angeles, California. (Photo by ...

There are several great ways retirees can use their investment portfolios to give to charity. One of which is taking a Qualified Charitable Distribution from an IRA account, or “QCD” for short. As the ...

You have until Dec. 31 to take your RMDs for most years, though you have until Apr. 1 of the next year to make your first RMD. Failing to take RMDs as scheduled results in a tax penalty of up to 25% ...

Personally, I can’t wait for 2025 to exit the building. But as always, there are year-end tax issues to consider, especially in a year that saw significant federal legislation passed. In this season ...

Required minimum distributions (RMDs) are mandatory annual withdrawals the government makes you take from most retirement accounts beginning the year you turn 73. If you reached that milestone in 2024 ...