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Charitable deductions: Substantiate them or lose them

Qualifying for a charitable deduction is, in some respects, a matter of form over substance. The IRS could disallow a deduction, even if it’s otherwise legitimate, if the donor fails to follow the substantiation requirements...more

How to Make the Most of Your Required Minimum Distributions

Now that we have discussed the basics of Required Minimum Distributions (RMD) in The ABCs of RMDs, it’s important to see how you can get the most from your money. RMDs may be a mandate, but that does not mean there isn’t...more

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