I love this from a Facebook post. How can anyone save and plan for retirement and not know all of this? I don’t doubt it
Tag: IRA
What is the best way to donate to charity in 2026?
Donating to charity in 2026 has evolved beyond simple check donations. While $2,000 for a married couple or $1,000 for a single taxpayer remains deductible, itemizers can claim up to 35% of AGI. For those 70 1/2 or older, Qualified Charitable Deductions (QCDs) offer a tax-free option by directing donations from IRAs.
Wade Pfau has put me in a funk. Are you dealing with the stages of retirement?
Go to main Forum page » to participate in discussion AUTHOR: R Quinn on 10/11/2025 Wade Pfau has an interest article on RetirementResearch.com about the non-financial aspects of of
Changes coming for people rolling a 401k into an IRA
ERISA fiduciary rules will apply to IRAs including those created by rolling a 401k. Read more in this WSJ article. While 401(k) workplace retirement plans
