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The Rules for Making a Tax-Free Donation from an IRA
IRAs Making tax-free gifts to charity from an IRA is gaining in popularity among older investors, thanks to changes under the new tax law. Here’s what you need to know to make a qualified charitable distribution.
By Kimberly Lankford Published
IRAs -
What You'll Pay for Medicare Premiums in 2019
Medicare A new surcharge tier will kick in for 2019 for people with the highest incomes.
By Kimberly Lankford Published
Medicare -
Social Security Benefits to Increase 2.8% with 2019 COLA Adjustment
social security While recipients will get a cost-of-living adjustment, workers will have more of their income subject to the Social Security tax.
By Kimberly Lankford Published
social security -
New Rules on Capital Gains
investing Rates didn’t change, but they’re pegged to your income instead of your tax bracket.
By Kimberly Lankford Published
investing -
How Parents Can Access Information on Their College Student
college You'll need the proper paperwork to obtain grades, health records.
By Kimberly Lankford Published
college -
How Investments Are Sold When RMDs Are on Autopilot
investing The rules vary by company.
By Kimberly Lankford Published
investing -
Dormant Accounts Pose a Risk for Buy-and-Hold Investors
investing If you haven't been in contact with your investment firm, your state may be quicker to seize your account as abandoned property.
By Kimberly Lankford Published
investing -
The Benefits of Donating Stock to a Donor-Advised Fund
taxes Donating appreciated securities to charity using a donor-advised fund provides tax benefits and flexibility.
By Kimberly Lankford Published
taxes -
The Advantages of Filing the FAFSA Form Early
Paying for College You can submit the Free Application for Federal Student Aid for the next year of college starting October 1. And the earlier you file, the better your chances of receiving aid from schools themselves.
By Kimberly Lankford Published
Paying for College