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 ...

The new year brings more than resolutions and fresh starts; it also ushers in several tax changes that could affect your ...

Several federal tax law changes taking effect in 2026 may affect how charitable contributions are treated for tax purposes.

Taxpayers who donate to the causes that are close to their hearts have a new reason to celebrate — and to give: The massive new tax law includes a valuable new tax deduction for qualified charitable ...

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 ...

There have been significant changes over the years in tax laws including the tax deductibility of charitable donations. The One Big Beautiful Bill enacted into law this July has continued to change ...

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 ...

Earlier this year, President Trump signed the One Big Beautiful Bill Act (the “OBBB”) into law. The OBBB has had a widespread impact on tax legislation, either amending or repealing many provisions of ...