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

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.

Qualified charitable distributions (QCDs) let retirees donate IRA funds tax-free, reducing taxable income. New 2026 tax rules limit traditional charitable deductions, but QCDs bypass these ...

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 ...

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 ...

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

RMDs could raise your taxes, but you'll pay a steep penalty for not taking them. Donating your RMD to charity can help you avoid the tax increase. Make sure you understand the rules before attempting ...

Millions of retirees hold their savings in 401(k) plans, but cannot use those funds for tax-free charitable donations under current federal law. A bipartisan bill introduced in both chambers of ...

The article details how charitable IRA rollovers allow donors aged 73 and up to transfer up to $108,000 directly to charities tax-free, boosting giving and providing tax benefits. Proper steps and ...

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 ...

October is National Estate Planning Awareness Month. With the stock market hovering at an all-time high, there’s never been a better time to evaluate which charitable-planning strategies can help ...