Forbes contributors publish independent expert analyses and insights. Empowering smarter money moves. Have you considered using a QCD vs RMD for charitable giving, reducing your tax burden and ...

If you haven’t taken your required minimum distribution from your traditional IRA yet for 2023, have you considered your options now that half the year is gone? What if you don’t need that money to ...

Section 208 of the American Taxpayer Relief Act of 2012, (P.L. 112-240) (the Act), enacted Jan. 2, 2013, extended application of Internal Revenue Code section 408(d)(8), reauthorizing qualified ...

An individual retirement account owner aged 70 ½ or more may be able to withdraw money from the account tax-free and use it to support favorite causes with a qualified charitable distribution (QCD).

For most people, December is the month for giving. But when it comes to taxes, January should be the time to start the planning process for maximizing the tax benefits of donating to charity. One of ...

Congress has been in the habit of extending a variety of tax rules so late in the year that financial advisers barely have time to think about their impact before they expire again. However, the 2015 ...

Some IRA owners can legally transfer money directly from their IRAs to charity, either in fulfillment of their required minimum distribution (RMD) or otherwise. Investors need to know who can do this ...