What this means functionally is that his first step of the process is to account for his yearly required minimum distribution, which he does in the form of a charitable donation. That allows him to ...

Some IRS employees who accepted the first “deferred resignation" offer had to stay on the job through May 15 because the agency deemed their work “essential." ...

The tax agency has shed over 20,000 employees through the deferred resignation program, and more significant cuts are still ...

For investors seeking to enhance their portfolio’s efficiency, systematic tax management can be a powerful tool for achieving ...

No one wants to pay more tax than they owe. Building a tax-efficient retirement paycheck means weighing options, running ...

Backdoor Roth IRAs: If you exceed income limits for direct Roth IRA contributions, you can convert after-tax dollars into a ...

Use our guide to decide which assets belong in a taxable account and which go into a tax-advantaged account. Hundreds of ...

He previously introduced a bill to expand tax-deferred education savings plans and another to create Education Savings Accounts for military families, The Center Square reported. Now, he’s introduced ...

A longtime retirement researcher weighs in on the possible benefits of property tax deferrals for older homeowners.

A blended savings strategy, combining the benefits of pre-tax and after-tax accounts, is a powerful way to prepare for a ...

Big savers can use after-tax 401(k) contributions to kickstart tax-free retirement savings. Here’s what investors need to ...

This funding will accelerate Deferred's efforts to democratize real estate investing by leveling the tax playing field between institutional and everyday investors, ensuring broader access to ...