One of the most tax-friendly provisions of an IRA is the ability for IRA owners who are at least age 70½ to donate up to $108,000 (2025 limit) directly to an eligible charity from their IRA. This is ...

With a self-directed IRA, you can take an in-kind distribution—transferring ownership of an asset to yourself—to satisfy your ...

Many people will be shocked when they discover the intricate rules — and lack of supporting paperwork — when filing 2025 ...

This week, most older Americans likely missed out on one of the best tax breaks in the IRS code because they pulled out their checkbooks or fired up their credit cards to give money, instead of ...

If you’re reading this post, you survived the Thanksgiving holiday – hopefully, without much family drama. Then again, there may have been ...

Thanks to Trump's spending bill, taxpayers in the U.S. can expect no taxes on overtime and tips beginning this upcoming tax ...

Many people will be shocked when they discover the intricate rules — and lack of supporting paperwork — when filing 2025 ...

In 2022, Congress enacted the SECURE 2.0 Act (the “Act”) with the intent to expand coverage and increase retirement savings. This week ...

Quick Summary ・One of the lower-priced "Premium" tier options ・The free tier includes child tax credit, student deductions, ...

The 1040X isn’t hard. There are three columns: column A is the original figure from the first return, column B is the change ...

Neos Real Estate High Income ETF is rated a Buy for income-focused investors seeking high monthly distributions. Learn more about IYRI ETF here.