Displaying 165 results
January is the new December for charitable contributions
Qualified charitable contributions can help offset the tax bill from required minimum distributions — but only with the right timing
Bob Dylan’s tax planning could be tangled up in … green?
The Nobel Prize-winning musician may have sold his song collection, but 'Don’t Think Twice, It’s Alright,' because it’s a good year-end tax strategy
Last call for coronavirus-related distributions
CRDs are only available until year-end, so advisers should contact any clients who may still benefit from taking a distribution before the option expires
3 mistakes new IRA beneficiaries are making
Stretch IRA or 10-year rule? Advisers need to explain to clients which set of tax rules applies
What’s the deal with Trump’s taxes?
Everyone wants to pay less in taxes, and financial advisers can help clients do that, legally
RMD return relief is over
Here are the rules on IRA rollovers that apply now that the Aug. 31 deadline for using the IRS relief has passed
RMD relief is here — but only until Aug. 31
Act now to return unneeded required minimum distributions taken prior to the CARES Act
IRS provides expanded tax breaks for coronavirus-related distributions
The guidance allows more people to withdraw funds penalty-free from their retirement savings
4 unusual IRA issues related to deaths in 2020
New tax rules for this year may change the results that you expected
The ABCs of coronavirus-related distributions
Who qualifies to pull money penalty-free from IRAs and company retirement plans under the relief provided by the CARES Act
