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 ...

A lot of people opt to save for retirement in a traditional IRA or 401(k) without really thinking about the long-term ...

If you haven’t taken your required minimum distribution from your traditional IRA yet for 2023, have you considered your options now that half the year is gone? What if you don’t need that money to ...

Forbes contributors publish independent expert analyses and insights. I am passionate about pensions, recessions, IRAs and retirement. Mar 30, 2023, 07:00am EDT This article is more than 2 years old.

Some IRA owners can legally transfer money directly from their IRAs to charity, either in fulfillment of their required minimum distribution (RMD) or otherwise. Investors need to know who can do this ...

You can make a tax-free donation of up to $105,000 from your IRA this year using a strategy known as the qualified charitable distribution, or QCD. But this strategy works only if the rules are ...

Q. In a recent column, you indicated that I could use the qualified charitable distribution (QCD) option at 70 1/2. I am confused. I thought I did not have to take required minimum distributions (RMDs ...

Once again, the end of the year is upon us—and many clients may be searching for required minimum distribution (RMD) strategies that can help them avoid a tax hit for 2024. The qualified charitable ...

We all know it's a good idea to regularly review your investment statements. Keeping track of your investments helps you stay informed about their performance, ensures that your portfolio aligns with ...