I was left $200,000 in an IRA Beneficiary Distribution Account (BDA) when my father passed. I have 10 years to withdraw this money. I'm at the 35% federal tax rate currently and plan to make a similar ...

To reduce RMDs, you should first prioritize Roth contributions. Roth contributions can be preferable to traditional ...

Since Ryan is inheriting his mother’s investments, a step-up in basis provision would apply. This means that the taxes owed ...

Capital gains tax is a tax on profits from asset sales. Long-term capital gains tax rates are 0%, 15% or 20%. Short-term rates equal ordinary income tax rates.

In this week's Ask the Editor Q&A, Joy Taylor answers more questions about the use of qualified charitable distributions (QCDs) in end-of-year tax planning.

More advisors are finding themselves in a gray area. “Gray divorce,” that is.