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How to Report QCDs on Your Tax Return: The Tax Letter
The Tax Letter Qualified charitable distributions, otherwise known as QCDs, can be tricky when it comes to tax reporting. We've got some pointers to help with filing.
By Joy Taylor Published
The Tax Letter -
Estate Planning For Singles
Estate planning for singles: make a will, draft a durable power-of-attorney, name an attorney-in-fact, and a health care proxy. Here's how.By Janet Bodnar Published
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Six Financial Actions to Take the Year Before Retirement
Having your income, health care and tax plans in place before you exit the day job can make it more likely that you'll have a happy retirement.By Evan T. Beach, CFP®, AWMA® Published
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11 Costly Medicare Mistakes You Should Avoid Making
Medicare If you don't make the right choices, you could end up with high Medicare premiums and big out-of-pocket costs.
By Donna LeValley Last updated
Medicare -
What to Know Before Splitting 401(k) Assets in a Divorce: The Tax Letter
The Tax Letter Splitting 401(k) assets in a divorce can lead to unintended tax consequences, there are ways to avoid financial penalties.
By Joy Taylor Published
The Tax Letter -
16 Retirement Mistakes You Will Regret Forever
retirement From saving too little to claiming Social Security too early, there are plenty of ways that current and future retirees can sabotage their golden years.
By Bob Niedt Last updated
retirement -
How to Add Treasury Bonds, Bills and Notes to an IRA
investing While you can't use the government's TreasuryDirect website to buy Treasury securities for your IRA, there are other ways to get the securities online.
By Lisa Gerstner Last updated
investing -
How To Convert a Traditional IRA to a Roth after 60
retirement You can convert an IRA to a Roth no matter how old you are. But if the conversion boosts your income, it could have taxing consequences.
By Kimberly Lankford Last updated
retirement -
What Is a 401(k) Retirement Savings Plan?
retirement A 401(k) is a retirement plan sponsored by an employer that offers employees tax incentives to save money for retirement from their paychecks.
By Ellen Kennedy Last updated
retirement