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.

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 ...

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), ...

Starting in 2026, the One Big Beautiful Bill Act will impose a 0.5% AGI floor on deductible charitable contributions for itemizers and cap deductions at 35% for top earners. A new above-the-line ...

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 ...

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% ...