Have you ever wished you could simply wipe away your retirement tax burden while supporting the causes you care about? It sounds too good to be true, right? Yet there's a perfectly legal strategy ...

In response to a call from a financial advisor in Pennsylvania, the ERISA consultants at the Retirement Learning Center (RLC) address what the tax benefits are for a qualified charitable distribution ...

The One Big Beautiful Bill Act made significant changes in the tax benefits of charitable giving, increasing tax benefits for ...

The deadline for required minimum distributions (RMDs) is normally Dec. 31, but there's an exception for your first RMD. Some types of retirement accounts have special rules when it comes to RMDs.

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 ...

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% ...

About 144 million Americans might qualify for the 2026 universal charity deduction, while high earners face new IRS limits. Here's what to know.

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 ...

Required minimum distributions (RMDs) are mandatory annual withdrawals the government makes you take from most retirement accounts beginning the year you turn 73. If you reached that milestone in 2024 ...