Have you ever wished you could simply wipe away your retirement tax burden while supporting the causes you care about? It sounds too good to be true, right? Yet there's a perfectly legal strategy ...

In response to a call from a financial advisor in Pennsylvania, the ERISA consultants at the Retirement Learning Center (RLC) address what the tax benefits are for a qualified charitable distribution ...

Taxpayers as above are required to make annual distributions from their IRAs, regardless of whether he or she is retired, which are then included in the taxpayers’ adjusted gross income (AGI) and ...

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 ...

Who can make this kind of gift? People seventy and a half years old and older (even when your required minimum distribution starts at age seventy-three). Yes. An IRA owner can make a one-time election ...

U.S. tax laws don’t favor those contributing small amounts of money to charity, but there’s a way around that if you’re taking IRA withdrawals. It’s called a qualified charitable distribution, and it ...

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. The early months of the year are important for taxpayers ages 70½ and ...

As we enter the annual season of giving, you might be thinking of charities you wish to support. But you also might be wondering how to gain some tax benefits from your gifts. It used to be pretty ...

Explore the benefits and procedures of making a charitable donation from your IRA. Learn about tax advantages, QCD eligibility, and alternative strategies.