Tag Archives: Required Minimum Distribution

TMTW #289- Charitable IRA Distributions

Tax and Money Tip this Week: Charitable IRA Distributions June 15, 2016 | No. 289 As you probably know, a person must take a Required Minimum Distribution (RMD) from their IRA each year once they reach age 70.5.  For many years, there … Continue reading

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TMTW# 279- Inheriting an IRA: Failing to Take Required Distributions

Tax and Money Tip this Week: Inheriting an IRA:Failing to Take Required Distributions April 6, 2016 | No. 279 Owners of traditional IRAs must start taking required minimum distributions when they turn 70 1/2. Nonspouse beneficiaries of any age who want … Continue reading

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TMTW #207 – Rules on Gifts to Charities

Tax and Money Tip of the Week: Rules on Gifts to Charities October 29, 2014 | No. 207 An article from the Wall Street Journal. The Latest on Rules for Gifts to Charities Questions or Comments? You can add comments on … Continue reading

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TMTW #153 – Be Aware of the RMD Rules

Tax and Money Tip of the Week: Be Aware of the RMD Rules September 11, 2013 | No. 153 An article from the Investor’s Business Daily contains some important information related to Required Minimum Distributions for Traditional IRAs and Roth … Continue reading

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TMTW 149 – Saving Taxes on IRA Inherited from Your Spouse

Tax and Money Tip of the Week: Saving Taxes on IRA Inherited from Your Spouse | August 14, 2013 | No. 149 How is my spouse’s IRA taxed when he dies and I am the sole beneficiary of his IRA? How … Continue reading

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TMTW #144 – Making Charitable Contributions Directly from Your IRA

Tax and Money Tip of the Week: Making Charitable Contributions Directly from Your IRA July 10, 2013 | No. 144 I recently spoke with a client who wanted to know whether he could still make a contribution from his IRA directly … Continue reading

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TMTW #105 – Can I make a donation from my IRA this year?

Tax and Money Tip of the Week Can I make a donation from my IRA this year? August 15th, 2012 | No. 105 I recently fielded a question from one of our clients that I felt would be of interest … Continue reading

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