Millions of retirees hold their savings in 401(k) plans, but cannot use those funds for tax-free charitable donations under ...

Big donors can unlock major tax deductions through charity auctions. The nine million Buffett Curry lunch shows how IRS rules ...

Under current law, qualified charitable distributions — which are available to people age 70 1/2 — can only be made from ...

A couple in their late 50s with a household income of around $300,000 gives roughly $8,000 a year to their church, alma mater ...

A 52-year-old couple in their peak earning years rarely thinks of charitable giving as a 401(k) decision. It is. The tax ...

Taxpayers who were able to get through the processing system electronically without human intervention had a smooth tax ...

The Trump administration is weighing whether to allow contributions of appreciated stock directly into §530A “Trump Accounts” — children’s ...

Tax changes for 2026 have changed deductions for charitable giving. These tips can help you get around that.

SHERYL ROWLING of Morningstar Now that tax season is over, you’re probably tempted to not think about taxes again until next ...

Maximize your charitable impact and minimize your 2026 tax bill. Explore three expert strategies, including donating assets ...

A guide to what receipts, documents and forms must be saved, and for how long, to satisfy the IRS. Plus, tips for storing, ...

It's not lost on individuals, estate planning attorneys, financial advisers, and CPAs that several changes to tax laws could ...