tax planning Tag

Ever since 2006, individuals age 70½ or older have been able to transfer up to $100,000 annually from their IRAs to qualified charities. These transfers are referred to as qualified...

Tax Day Moves from April 15 to July 15 This morning, the Treasury Department announced the federal tax filing and tax payment deadlines are now July 15, 2020.  We expect states...

View this article in PDF format. The SECURE Act Changes IRAs and 401(k) Plans On December 20, 2019, President Trump signed into law the Further Consolidated Appropriations Act, 2020 (H.R. 1865), which...