More than 80% of people in the U.S. recognize the importance of estate planning, but less an a third have a will or trust, ...

In response to a call from a financial advisor in Pennsylvania, the ERISA consultants at the Retirement Learning Center (RLC) address what the tax benefits are for a qualified charitable distribution ...

If a charitable remainder trust puts too many constraints on your family's charitable giving, consider combining it with a ...

For many executives and business leaders, the past year has delivered strong market performance, business growth, or a liquidity event. A great financial year is an opportunity to be strategic in ways ...

Required minimum distributions can be a huge hassle from a tax perspetive. Donating your RMD to charity could get you out of paying taxes. You have to do your donation a certain way to pull that off.

Donating to a nonprofit doesn’t just help others — it can also help reduce your tax bill. But not every donation qualifies. This guide explains which charitable contributions are tax-deductible, how ...