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I used my RMD to give to charity but my accountant says I messed up and have to pay a penalty

I used my RMD to give to charity but my accountant says I messed up and have to pay a penalty

There are some rules you must follow when using a QCD

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Office-to-residential conversions are facing obstacles under White House program, developers say

CDs, I-bonds and TIPS: ‘Guaranteed’ investments may not be worth it

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Recent articles

‘She is single and has a low-wage job’: I want to give my daughter, who is in her 30s, $50,000 for retirement. What could go wrong? December 21, 2024
I was laid off. I’m 43 and my husband is 35. I have $8,000 in credit-card debt and our mortgage is $1,600 a month. What do we do? December 21, 2024
‘I worked hard for my savings’: I’m 71 and a retired teacher. I want to give my kids money — but my daughter spends lavishly and my son is wealthy. December 21, 2024
‘I’m betting on another 22 spins around the sun’: I’m 65 and have $3.9 million. How much should I realistically spend on a house? December 21, 2024
‘She has two financially stable children’: Does it make sense for my wealthy mother, a recent widow, to take out a $100,000 life-insurance policy? December 21, 2024
The Mega Millions jackpot is nearing $1 billion — but that’s not the only reason lottery sales could see a holiday spike December 21, 2024
Video platform Rumble rallies on $775 million investment from an influential — and oft-scrutinized — crypto giant December 21, 2024
Banner year for fixed-income funds leaves TCW and Western Asset behind December 20, 2024
Treasury yields end with second week of advances, with interest rates set to stay elevated in 2025 December 20, 2024
Oil prices score weekly losses on strong dollar, China demand worries December 20, 2024

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