Under current law, qualified charitable distributions — which are available to people age 70 1/2 — can only be made from individual retirement accounts.

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.

Many retirees spent 2025 hoping the One Big Beautiful Bill would shrink or scrap Required Minimum Distributions. The law ...

Great news for retirement plan participants who wish to make charitable distributions directly from their qualified plan ...

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 ...

Millions of retirees hold their savings in 401(k) plans, but cannot use those funds for tax-free charitable donations under ...

You have spent decades building your retirement savings inside a traditional IRA, and now the IRS wants its cut every single year. Required minimum distributions force you to pull money from your ...

Personally, I can’t wait for 2025 to exit the building. But as always, there are year-end tax issues to consider, especially in a year that saw significant federal legislation passed. In this season ...