Why older donors should consider qualified charitable distributions

Ольга Носова | Istock | Getty Images If you’re retired and giving to charity this season, there’s a planning move that can reduce your 2023 taxes while donating to a worthy cause,... Read more »

Retirees face significantly higher Medicare Part D drug costs in 2024

Fatcamera | E+ | Getty Images A new law is poised to cap seniors’ prescription drug costs covered under Medicare, starting in 2025. But retirees may be in for a shock next... Read more »

IRS delays rule change for 1099-K on Venmo, PayPal business payments

IRS Commissioner Daniel Werfel testifies before a Senate Finance Committee hearing on Feb. 15, 2023. Kevin Lamarque | Reuters If you received business payments via apps such as PayPal or Venmo or... Read more »