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Retirement: Charitable donations and other year-end tax tips

Kiplinger interviews The Tax Institute's Jackie Perlman about a tax break that allows seniors to donate up to $100,000 to charity directly from their IRAs. Because even small donations lower AGI, it's a useful tax break for seniors who no longer have enough deductions to itemize.

By: Jayme White / January 11, 2017

Kiplinger interviews The Tax Institute's Jackie Perlman about a tax break that allows seniors to donate up to $100,000 to charity directly from their IRAs. Because even small donations lower AGI, it's a useful tax break for seniors who no longer have enough deductions to itemize.

Jayme White

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Publications & Coverage

IRS proposes update to Form W-4 to increase accuracy

Andy Phillips, director with The Tax Institute at H&R Block, emphasizes that taxpayers should update their Form W-4 information as soon as possible.

Publications & Coverage

Inherited 401(k)s: 6 Questions Heirs Need to Ask

Gil Charney, director of The Tax Institute at H&R Block, explains that a surviving spouse can roll an inherited 401(k) into their own 401(k) plan.

Publications & Coverage

Tornadoes, hurricanes and earthquakes: What does home insurance cover after a disaster?

The Tax Institute's executive director, Kathy Pickering, discusses claiming losses from a federally declared disaster area.

Publications & Coverage

Why that IRS calculator might not be enough to pinpoint your 2019 tax liability

TTI lead tax research analyst Nathan Rigney addresses how and when to update your Form W-4.

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