They say it's better to give than to receive, and that's especially true when clients use qualified charitable distributions.

Qualified charitable distributions are the best way for those 70 1/2 and older to donate. But people often do not maximize ...

The bipartisan Charity Parity Act, introduced in both the House and Senate, would allow qualified charitable distributions to be made from 401(k) accounts instead of only from IRAs. The measure joins ...

For retirees facing Required Minimum Distributions (RMDs), the Qualified Charitable Distribution (QCD) isn't just a "definition"— it can be one of the most powerful tax planning tools in your arsenal.

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 ...

You have spent decades building your retirement savings inside a traditional IRA, and now the IRS wants its cut every single year. Required minimum distributions force you to pull money from your ...

Great news for retirement plan participants who wish to make charitable distributions directly from their qualified plan ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. This voice experience is generated by AI. Learn more. This voice experience ...

Personally, I can’t wait for 2025 to exit the building. But as always, there are year-end tax issues to consider, especially in a year that saw significant federal legislation passed. In this season ...