Charitable giving tools are still available for taxpayers to decrease their taxable income as the future of the TCJA remains in doubt.

The majority of adults 73 and older who have to take required minimum distributions (RMDs) -- mandatory annual withdrawals ...

Retired clients can put their qualified charitable distributions to work for a small, taxable income stream if they exercise care using charitable gift annuities (CGAs), advisors say.

Saving for retirement in an IRA or 401(k) comes with a big advantage. Any contributions you make are tax deductible in the ...

Retirement is supposed to be about relaxation and enjoying the rewards of your hard work. But before you kick back, there's ...

Give, a TIFIN company offering modern philanthropic planning for wealth enterprises, now offers single-charity funds within ...

Required Minimum Distribution (RMD) refers to the minimum amount you must withdraw from your retirement accounts once you ...

The platform's new feature addresses a gap in traditional DAF giving, bolstering advisors' ability to do tax-efficient ...

Sometimes, life goes one way when you planned on it to go another. In the case of retirement planning, let's say you've been ...

Confused about your 1099-R and 1099? Learn the key differences between these tax forms and how they impact your taxes.