Most people won’t owe gift tax in 2025 or 2026. Learn the annual limits, lifetime exemption, when Form 709 is required, and ...

For retirees facing Required Minimum Distributions (RMDs), the Qualified Charitable Distribution (QCD) isn't just a "definition"— it can be one of the most powerful tax planning tools in your arsenal.

The rule is slated to take effect July 1. However, significant pushback is anticipated from Congress and higher ed groups in ...

A new Education Department rule could disqualify some nonprofit workers from Public Service Loan Forgiveness (PSLF). The rule allows the agency to bar entire organizations if they engage in activities ...

Many different rules apply that impact Social Security benefits. You need to know the rules so you can make informed choices about your retirement payments. Rules relate to taxes, how much you can ...