Consolidate Traditional IRAs or Keep Them Separate?
If you have multiple traditional (tax-deferred) IRAs, when (and why) should you consider consolidating them?
If you have multiple traditional (tax-deferred) IRAs, when (and why) should you consider consolidating them?
It’s a good time of year to use your required minimum distributions (RMDs) to make qualified charitable distributions. But can a person make a QCD to the charity he founded?
If you have never filed a tax return before, but are now earning money, how do you determine if you need to file, and why are there different dollar amounts in the requirements?
A reader seeks guidance about an upcoming large inheritance from her parents and asks important questions about advisers, estate taxation and step-up in basis.
A reader tells her story about how inheriting a large sum of money brought with it unwanted advice, and she shares how she handled the situation.
Tax-advantaged 529 educational savings plans continue to be popular, but recent legislation provides more flexibility for the way they can be used.