With a DAF, you can make a contribution in 2025 and receive a charitable deduction under 2025 rules, while the funds can be ...

Retirees are about to see one of the most significant federal tax changes in years: a new extra deduction that can cut ...

Proactively reviewing your health coverage, RMDs and IRAs can lower retirement taxes in 2025 and 2026. Here’s how.

Much has been written about the One Big Beautiful Bill Act (OBBBA) since it was signed into law last summer, but one of its more interesting provisions has been somewhat overlooked: the expansion of ...

I am 66 years old and have been retired for about a year and a half' "My hesitation about having my money professionally managed is the 1% annual fee, which seems rather high." (Photo subject is a ...