It's the fourth quarter and that means it's required minimum distributions season.
The qualified charitable distribution has been around for a while, but it's particularly compelling under the new tax laws.
The longer the holding period, the greater the benefits of making these contributions.
Eight years after their arrival, backdoor Roth IRAs are alive and well.
Many retirees tap their Social Security benefits at their full retirement age or even earlier, while leaving their IRAs until later in retirement.But IRA expert Ed Slott believes that the opposite sequence can make more sense in certain situations.
Thanks to the new tax laws, doing a qualified charitable distribution is more advantageous than ever.Joining me to discuss the maneuver is Ed Slott.
All in all, many more people will be taking the standard deduction, effectively making charitable contributions using post-tax dollars more expensive, notes Ed Slott, an author and retirement expert who is one of the nation's leading authorities on individual retirement accounts.
All in all, many more people will be taking the standard deduction, effectively making charitable contributions using post-tax dollars more expensive, notes Ed Slott, an author and retirement expert who is one of the nation's leading authorities on individual retirement accounts.
Time's running out.Here is what you need to know.
Investors have until April 17 to make an IRA contribution for the 2017 tax year.Joining me via Skype to discuss some IRA contribution mistakes to avoid is the IRA expert himself, Ed Slott.
