Many retirees spent 2025 hoping the One Big Beautiful Bill would shrink or scrap Required Minimum Distributions. The law ...

Under current law, qualified charitable distributions — which are available to people age 70 1/2 — can only be made from individual retirement accounts.

Qualified charitable distributions, amounts that Americans age 70½ or older can transfer directly from their individual retirement account to charities and have excluded from taxable income, are not ...

Avoid 25% penalties and optimize your cash flow with the definitive SECURE 2.0 Act updates integrated into the 2026 data ecosystem.

If you’re entering retirement, it's essential to understand how required minimum distributions, or RMDs, work. Tax-deferred ...

Millions of retirees hold their savings in 401(k) plans, but cannot use those funds for tax-free charitable donations under ...

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 ...

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 ...