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In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers questions on qualified charitable ...

If you do not rely on RMDs for living expenses, there are several options to optimize the use of these funds while striving ...

Are you fortunate enough to not yet need the withdrawal from your retirement account that the IRS is forcing you to take at some point during the year ahead? If so, congratulations! And don't sweat it ...

I’m interested in converting a traditional IRA into a Roth IRA and want to know if taxes are due at time of the rollover.

Qualified Charitable Distributions (QCDs) are a tax-advantaged way for individuals who are 70½ or older to donate money directly from their Individual Retirement Accounts (IRAs) to eligible charitable ...

Whether clients choose to give specific sums to charities during life or at death, charitable giving allows individuals to ...

When you're on a fixed income, every dollar counts. Therefore, it's important to take full advantage of tax breaks that can ...

consider making an official qualified charitable distribution, or QCD. QCDs are direct transfers from your IRA to a charitable cause, bypassing your hands altogether and therefore not even briefly ...