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 ...

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 ...

U.S. Senator Todd Young of Indiana, alongside Senator Michael Bennet and a number of bipartisan colleagues, has introduced ...

For a growing number of American retirees, the goal of eliminating or drastically reducing their federal tax bill isn't a pipe dream - it's a real outcome made possible by one of the most underused ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. With new tax laws, come fresh opportunities—and plenty of ...

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 ...

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 ...

Make a difference today and save on taxes. It is possible when you support Oxfam America through your IRA.

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 ...