Several changes are favorable for broad participation, while others trim deductions for higher-income households. Planning ...

With a DAF, you can make a contribution in 2025 and receive a charitable deduction under 2025 rules, while the funds can be ...

Dear Liz: Please have another go with respect to answering a recent question about making qualified charitable distributions from an IRA using a debit card, which is something we have also wondered ...

There are several great ways retirees can use their investment portfolios to give to charity. One of which is taking a Qualified Charitable Distribution from an IRA account, or “QCD” for short. As the ...

Q. In a recent column, you indicated that I could use the qualified charitable distribution (QCD) option at 70 1/2. I am confused. I thought I did not have to take required minimum distributions (RMDs ...

Qualified charitable distributions (QCDs) are a largely unknown tool among retirees. But now, as a convergence of rule changes and marketing efforts shines a spotlight on the often overlooked ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. With new tax laws, come fresh opportunities—and plenty of ...

You have until Dec. 31 to take your RMDs for most years, though you have until Apr. 1 of the next year to make your first RMD. Failing to take RMDs as scheduled results in a tax penalty of up to 25% ...

A little-known IRS tax rule called a qualified charitable distribution can help retirees donate to charity and pay less tax.