Retirement is a journey, and managing its financial aspects shouldn't be a maze. Enter Form 1099-R, a key document that often puzzles many at tax time. This guide is not just about decoding a tax form ...

If you are over 70 1/2 and have any charitable inclinations or obligations arranging qualified charitable distributions (QCD) from you IRA is probably a really good deal. For some people it could be a ...

As you read this in early February, your clients are receiving their annual 1099-R forms that report distributions taken in 2020 from their IRAs and other retirement accounts. Once they look the forms ...

Q: I am 75 years old and had to take $6,300 in required minimum distributions from my IRA in 2018. In October, I asked my IRA administrator to send $5,000 to a local education foundation (as a ...

Q. We don’t need all the cash we get from our Required Minimum Distributions so we are interested in these charitable donations from an IRA I’ve been reading about to reduce the taxes on the RMD.

A classically trained French hornist by education, Nick Wolny is a managing editor at CNET Group, where he oversees the Perspectives franchise and written branded content across CNET Group's ...

Most people are aware that the SECURE Act raised the age you must begin taking money out of your IRA from 70-1/2 to 72. These distributions are known as your required minimum distribution, or RMD.