Thanks to changes to the tax laws, 2026 gives taxpayers a chance to take a fresh look at their charitable giving. Whether you’re donating cash, stock or money from your retirement account, a little ...

These days, we're hearing a lot about the many benefits of Roth accounts. However, they're not the best choice for every ...

A qualified charitable distribution, or QCD, is a direct donation from your IRA that can shrink your tax bill while helping ...

While individuals with Donor Advised Funds stepped up during COVID and the subsequent financial downturns in 2022, and large ...

It’s reasonable to expect that your taxes should ease up a bit once you retire. But between Social Security taxes, retirement withdrawals and investment income, many older Americans still face a ...

You're a happy, willing, wealthy and hopefully healthy victim of your own success. Taking early withdrawals (59 1/2 without having to pay a 10% early-withdrawal penalty) is a good goal, but it only ...

There's still time to make use of this strategy before the end of the year. If you're over 70 and giving to charity, it's time to learn about QCDs. On Giving Tuesday this year, some 38 million people ...

You can’t make QCDs directly from your 401(k), but you can use a workaround Matt Webber is an experienced personal finance writer, researcher, and editor. He has published widely on personal finance, ...

“Our primary home has a $300,000, 15-year refinance mortgage with 10 years remaining at 2.5%.” (Photo subjects are models.) - Getty Images/iStockphoto I am a longtime reader of your columns. I am ...