There are rules you have to follow to get out of paying taxes.

You have to start taking required minimum distributions once you turn 73. You don't have to spend your RMD; you can reinvest it or give it to charity. Using these strategies can help you get more bang ...

The $23,760 Social Security bonus most retirees completely overlook › A new year means a reset on the required minimum ...

Donating to charity is a great way to show your giving spirit and can help save money at the same time if you follow key ...

There's still time to make use of this strategy before the end of the year. If you're over 70 and giving to charity, it's time to learn about QCDs. On Giving Tuesday this year, some 38 million people ...

Money in tax-deferred accounts comes with strings that heirs often aren’t expecting ...

Many high-net-worth individuals have assets in IRAs that they don’t need to provide for their living expenses. For philanthropic clients, IRAs can be a great source to fund charitable giving and offer ...

October is National Estate Planning Awareness Month. With the stock market hovering at an all-time high, there’s never been a better time to evaluate which charitable-planning strategies can help ...

Saving for retirement in an IRA or 401(k) comes with a big advantage. Any contributions you make are tax deductible in the year you make them. On top of that, you don't pay any taxes on your ...