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 ...

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.

Estate tax limits: In 2026, the federal estate tax applies above $15M per person, with strategic gifting and trusts key to preserving wealth. Medicare cost surge: IRMAA surcharges start at $218K MAGI ...

The end of the year is full of checklists and activities. Whether someone is celebrating the holidays or making sure finances are in order, one thing is certain: December 31 comes quickly for everyone ...

Qualified charitable distributions, amounts that Americans age 70½ or older can transfer directly from their individual retirement account to charities and have excluded from taxable income, are not ...

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 ...

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 ...

Plus: Tax-exempt organizations face new rules, 1031 exchanges, Big Four firm news, qualified charitable distributions (QCD), ...