Getting the right tax advice and tips is vital in the complex tax world we live in. The Kiplinger Tax Letter helps you stay right on the money with the latest news and forecasts, with insight from our ...

If you are over 70 1/2 and have any charitable inclinations or obligations arranging qualified charitable distributions (QCD) from you IRA is probably a really good deal. For some people it could be a ...

Christine Benz: Hi, I'm Christine Benz for Morningstar.com. The qualified charitable distribution is a great way to be charitable and get a tax benefit. But not everyone who wanted to take advantage ...

If you must report distributions from a variety of retirement plans, investments, and accounts, the IRS has provided a head start by issuing the 2026 instructions for Forms 1099-R and 5498.

Here we go again. It’s the year-end rush to get IRA transactions in and have them count for 2018. Each year, some clients leave required minimum distributions until the last minute, hoping the advisor ...