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 ...
If you are over 70 1/2 and have any charitable inclinations or obligations arranging qualified charitable distributions (QCD) from you IRA is probably a really good deal. For some people it could be a ...
A lot of people opt to save for retirement in a traditional IRA or 401(k) without really thinking about the long-term ...
One useful end of year tax strategy that brings with it aid for struggling charities is the QCD or Qualified Charitable Distribution. In fact, there may be few actions providing as much satisfaction ...
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 ...
There’s a tax-smart way to give to charity if you’re 70 ½ or older — one that reduces your taxable income while supporting your favorite causes. Known as a Qualified Charitable Distribution (QCD), ...
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 ...