They say it's better to give than to receive, and that's especially true when clients use qualified charitable distributions.

Qualified charitable distributions are the best way for those 70 1/2 and older to donate. But people often do not maximize ...

The bipartisan Charity Parity Act, introduced in both the House and Senate, would allow qualified charitable distributions to be made from 401(k) accounts instead of only from IRAs. The measure joins ...

Millions of retirees hold their savings in 401(k) plans, but cannot use those funds for tax-free charitable donations under current federal law. A bipartisan bill introduced in both chambers 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 ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. This voice experience is generated by AI. Learn more. This voice experience ...

The SECURE 2.0 Act made major changes to rules for required minimum distributions (RMDs) — are you up to speed?

As 2025 comes to an end, it is an appropriate time to revisit state and local tax deductions and charitable giving plans. The One Big Beautiful Bill (OBBBA) introduced several updates that may ...

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 ...

Retirement savers entering their later years face an evolving set of rules for Required Minimum Distributions (RMDs).