Certain charitable donations allow you to avoid taxable IRA withdrawals
If you’re a philanthropic individual who is also obligated to take required minimum distributions (RMDs) from a traditional IRA, you may want to consider a
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If you’re a philanthropic individual who is also obligated to take required minimum distributions (RMDs) from a traditional IRA, you may want to consider a
Buckle up, America: Major tax changes are on the horizon. The reason has to do with tax law and the upcoming elections. Our current situation
Employees, self-employed individuals and employers all pay Social Security tax, and the amounts can get bigger every year. And yet, many people don’t fully understand
Do you invest in mutual funds or are you interested in putting some money into them? If so, you’re part of a large group. According
Failing to address any foreign assets you possess in your estate plan can cause unexpected outcomes. The good news is that with the help of
Are you an older taxpayer who owns a house that has appreciated greatly? At the same time, you may need income. Thankfully, there could be
The IRS recently released guidance providing the 2025 inflation-adjusted amounts for Health Savings Accounts (HSAs). These amounts are adjusted each year, based on inflation, and
There are many rewards for taking care of an elderly relative. They may include feeling needed, making a difference in the person’s life and allowing
If you donate valuable items to charity and you want to deduct them on your tax return, you may be required to get an appraisal.
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