Readers ask about managing inherited property among a group, mistaken health savings account withdrawals and the taxability of retirement account funds.

Q. In a recent column, you indicated that I could use the qualified charitable distribution (QCD) option at 70 1/2. I am confused. I thought I did not have to take required minimum distributions (RMDs ...

Learn how you can make the community better while receiving tax deductions through these five options for giving to United ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. With new tax laws, come fresh opportunities—and plenty of ...

A financial advisor for estate planning provides a future-forward perspective. They can help you build a long-term plan for your financial goals that aligns with the needs of your heirs. From ...

The end of the year usually means it’s time to tackle your financial to-do list. But new changes to tax law may give you more ...

If you're not too familiar with required minimum distributions, here are eight things you need to know about taking the right ...

Once you begin taking required minimum distributions (RMDs) at age 73, you must withdraw a set amount each year from your pre-tax retirement accounts. If you don't need that money for living expenses, ...

American workers often pay less tax after they retire. But if you've built up a large nest egg in retirement accounts, you ...

LOS ANGELES, CALIFORNIA - NOVEMBER 27: US Senator Alex Padilla volunteers at Project Angel Food for Thanksgiving at Project Angel Food on November 27, 2024 in Los Angeles, California. (Photo by ...

Saving money for retirement in a 401(k) or IRA comes with some big tax advantages. Any money you contribute to the account is tax deductible. On top of that, you won't pay any taxes on gains or ...