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The Rules for Making a Tax-Free Donation from...

[Question]I'd like to make a tax-free transfer of my required minimum distribution from my IRA to charity. Is the deadline for donating to a charity the same as the deadline for taking my RMD? And does my IRA...

What You'll Pay for Medicare Premiums in 2019

[Question]How much will I pay for Medicare Part B in 2019?[Answer]The Centers for Medicare & Medicaid Services announced that most people will pay $135.50 per month for Medicare Part B in 2019, up slightly from...

Social Security Benefits to Increase 2.8% with...

The Social Security Administration announced that benefits will increase by 2.8% in 2019. That is the largest cost-of-living adjustment since 2012.SEE ALSO: Claim Social Security Early or Wait? Advice from the...

Deducting Disaster Losses on Your Tax Return

[QUESTION]My house was damaged by Hurricane Florence, and I have a 2% deductible on my homeowners insurance, which is about $7,000. Will I be able to deduct the $7,000 on my tax return?SEE ALSO: What You Need to...

New Rules on Capital Gains

What are the long-term capital gains rates under the new tax law? - C.C., Williamsburg, Va.SEE ALSO: 26 Ways the New Tax Law Will Affect Your Wallet The rates didn't change, but they're pegged to your income...

How Parents Can Access Information on Their...

My son will be starting college next year. He'll be 18. Can we still get his grades and health-related information? - M.L., Farmville, Va.When your son turns 18, you lose many parental rights unless you have...

How Investments Are Sold When RMDs Are on...

I've arranged for my IRA administrator to take out RMDs for me automatically, but how does it determine which investments to sell? - G.C., Santa Clara, Calif.SEE ALSO: 5 Best Actively Managed Vanguard Funds ...

Dormant Accounts Pose a Risk for Buy-and-Hold...

My mutual fund company sent a letter saying that if it doesn't hear from me soon, it will turn over my account assets to the state. My address hasn't changed. How could this happen? - G.P., BaltimoreSEE ALSO: How...

The Benefits of Donating Stock to a...

[QUESTION]What are the benefits of giving appreciated stock to a donor-advised fund if I don't plan to itemize my deductions this year?[ANSWER]Giving appreciated stock to a donor-advised fund -- or directly to a...

The Advantages of Filing the FAFSA Form Early

[QUESTION]My son is applying for college for next year, and I see that we can submit the FAFSA form starting on October 1. Is there a benefit to doing it now rather than later? How am I supposed to fill out the...

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Investing

10 Deeply Discounted Stocks to Buy

The Standard & Poor's 500-stock index is on pace for a loss in 2018. While the 1% decline year-to-date...

Spending Wisely

The Secret to Squeezing More Happiness from...

As a financial planner, it's my job to make sure my clients have a solid plan to get them from where...