The SECURE acts introduced several major changes to RMDs over the last few years. The changes impact both retirees and those ...

Taxpayers as above are required to make annual distributions from their IRAs, regardless of whether he or she is retired, which are then included in the taxpayers’ adjusted gross income (AGI) and ...

Qualified charitable distributions (QCDs) are a largely unknown tool among retirees. But now, as a convergence of rule changes and marketing efforts shines a spotlight on the often overlooked ...

Charitable giving will look different for many donors in 2026. The One Big Beautiful Bill Act (OBBBA) signed in July ...

After years of delays, the Internal Revenue Service is enforcing annual payouts on certain accounts this year.

Q. In a recent column, you indicated that I could use the qualified charitable distribution (QCD) option at 70 1/2. I am confused. I thought I did not have to take required minimum distributions (RMDs ...

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 ...

Navigating inherited individual retirement accounts (IRAs) has become increasingly challenging for beneficiaries. Recent legislative changes and regulatory updates have introduced new and important ...

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 ...

Many times, IRA companies send checks to us without the name of the donor on it or other important information. We want to make sure that we are able to identify your gift and appropriately ...