investing

You Can Give Your 2015 IRA Required Distribution to Charity Now

You can make a tax-free transfer of up to $100,000.

I want to give my IRA required minimum distribution to charity, like I did last year, but I’ve been waiting for Congress to extend the law permitting the tax-free transfer for 2015. Has Congress passed the law, or does it look as if it will act soon?

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Your Guide to Roth Conversions
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Your Guide to Roth Conversions

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February 25, 2021
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11 Best Monthly Dividend Stocks and Funds to Buy

Your bills come monthly. Why not your dividend checks? These are some of 2021's best monthly dividend stocks and funds for easier income planning.
June 16, 2021
You Can Appeal a Medicare Premium Surcharge
Medicare

You Can Appeal a Medicare Premium Surcharge

If you meet one of the seven qualifying life events, you have a good chance of getting a higher premium for Medicare Part B and Part D reduced.
June 16, 2021

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If you paid back a "required minimum distribution" from an IRA last year, you still have to report the payout on your 2020 tax return.
February 23, 2021