Mega Qualified Charitable Distributions: Now or Never
Christine Benz: Hi, I’m Christine Benz from Morningstar. For charitably inclined older adults, a qualified charitable distribution often beats making a...
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Prepping for Possible Tax Changes
Christine Benz: Hi, I’m Christine Benz from Morningstar. With prospective tax changes on the horizon, is now the right time to...
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M Is For Money (with Rob Phelan) and E Is For Ed Slott’s Roth IRA Tips
F is for Fun. And we have a ton of fun today talking to Rob Phelan about his new children’s...
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Little-Known Tactic Lets Retirement Savings Grow Tax-Free
CPA and IRA expert Ed Slott joins host J.R. Whalen to explain the “Mega Backdoor Roth IRA Conversion,” a little-known...
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Beware This Change in the Rules for Retirement-Account RMDs
If you inherited an individual retirement account from someone who died after 2019, a recent change in federal tax rules...
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Required IRA, 401(k) withdrawals would start at age 75 under congressional proposal. Here’s who would benefit
The age when older Americans must start making withdrawals from retirement accounts could change yet again. Under a provision in proposed...
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Unintended Tax Consequences Arise When the RMD Date Shifts
When it was passed into law at the very end of 2019, the Setting Every Community Up for Retirement Enhancement...
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Congress, stop the madness and eliminate RMDs
Congress has come up with what some are calling SECURE 2.0, or Son of SECURE — a bill entitled Securing a Stronger Retirement...
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There’s one week left to contribute to 2020 IRAs ahead of May 17 tax deadline
The extended tax-filing deadline gives many Americans extra time to contribute to certain investment accounts for 2020. The IRS in...
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A third of Americans file taxes at the last minute. Why that might be a bad idea
The May 17 deadline for filing 2020 taxes is swiftly approaching. If you haven’t filed your taxes yet, it’s time...
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