Ask Kim
Latest
-
Taxes on a Gift of Stockcapital gains tax If you give appreciated securities to children, the amount they’ll pay in taxes when they sell depends on whether they receive the shares while you’re still alive or as an inheritance.
By Kimberly Lankford
capital gains tax -
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
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
Medicare -
Social Security Benefits to Increase 2.8% with 2019 COLA Adjustmentsocial 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
social security -
New Rules on Capital Gainsinvesting Rates didn’t change, but they’re pegged to your income instead of your tax bracket.
By Kimberly Lankford
investing -
How Parents Can Access Information on Their College Studentcollege You'll need the proper paperwork to obtain grades, health records.
By Kimberly Lankford
college -
How Investments Are Sold When RMDs Are on Autopilotinvesting The rules vary by company.
By Kimberly Lankford
investing -
Dormant Accounts Pose a Risk for Buy-and-Hold Investorsinvesting 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
investing -
The Benefits of Donating Stock to a Donor-Advised Fundtaxes Donating appreciated securities to charity using a donor-advised fund provides tax benefits and flexibility.
By Kimberly Lankford
taxes
