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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 ...

Forbes contributors publish independent expert analyses and insights. Nathan Goldman is a tax prof. at NC State Univ. The season of giving is upon us. While many use December as an opportunity to ...

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 ...

This could save you thousands of dollars in taxes this year.

The article details how charitable IRA rollovers allow donors aged 73 and up to transfer up to $108,000 directly to charities tax-free, boosting giving and providing tax benefits. Proper steps and ...

As we approach the end of 2025, financial professionals face a pivotal opportunity to help clients maximize charitable giving strategies before key tax provisions change. NAIFA’s recent joint webinar ...

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 ...

A bipartisan proposal moving through Congress could dramatically expand how retirees donate money to charity, potentially ...

The government gives you a big incentive to save for retirement in a 401(k) or individual retirement account (IRA). You don't have to pay taxes on any of your contributions to those accounts in the ...

Millions of Americans have spent decades building retirement savings inside 401(k) plans. They’ve watched the balance grow, taken advantage of employer matches, and planned carefully around required ...