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.

Charitable giving in 2026 comes with new rules, fresh limits, and creative ways to keep more money in your pocket while supporting causes you love. From standard charitable deductions to powerful ...

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 ...

For many business owners and high-income taxpayers, charitable giving isn’t just about generosity—it’s also about strategy.

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% ...

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 ...

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 ...