Is there a smarter way to give?

Part 6 of The Rule That Taxes Your Retirement. If you give to charity anyway, a Qualified Charitable Distribution sends IRA money straight to the charity without it counting as your income, and it counts toward your RMD. Up to $111,000 a person in 2026, from age 70½.

Nov 7, 2026

Isometric 3D illustration of stylized tax documents, calculator, reading glasses, and a pen neatly arranged on a desk with wa

Retirement Income

Tax-Smart Strategies for Retirees: How to Keep More of Your Money

Keeping more of your money, because you didn't work all those years just to tip the IRS. A little January planning can help avoid those 'Wait, I owe how much?' moments.

Jul 7, 2026

A clean illustration of a mature couple relaxing by a fireplace with subtle holiday lights, rendered in blue, gray, and white

Lifestyle & Mindset

Embrace the Holiday Season: Finding Joy in Simple Moments

Amidst the twinkling lights and festive decorations, this season is fundamentally about joy, family, and the spirit of giving.

Mar 29, 2026