If you have just inherited a Roth IRA from your parent, spouse, or non-spouse, here are the rules for taxes and beneficiaries you need to know.

Qualified charitable distributions (QCDs) can reduce your tax bill and Medicare costs in retirement. Here's how this underused IRS benefit makes a difference.

Qualified charitable distributions (QCDs) are a largely unknown tool among retirees. But now, as a convergence of rule changes and marketing efforts shines a spotlight on the often overlooked ...

There are several great ways retirees can use their investment portfolios to give to charity. One of which is taking a Qualified Charitable Distribution from an IRA account, or “QCD” for short. As the ...

An audit of Susan’s IRA activity revealed that she paid income tax on $50,000 that qualified to be tax-free. Susan mistakenly believed that her IRA custodian would inform her how much of her ...