Picture a 72-year-old who has spent decades supporting his church, a local food bank, and a scholarship fund. He writes ...

If you spent your working years contributing to a pre-tax retirement plan, you paid no federal or state income tax on that ...

SECURE 2.0 Act allows IRA owners 70½+ to fund charitable gift annuities (CGAs). IRA-funded CGAs provide fixed lifetime income ...

They say it's better to give than to receive, and that's especially true when clients use qualified charitable distributions.   Tax law changes made by the One Big Beautiful Bill Act are quietly ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. This voice experience is generated by AI. Learn more. This voice experience ...

The article details how charitable IRA rollovers allow donors aged 73 and up to transfer up to $108,000 directly to charities tax-free, boosting giving and providing tax benefits. Proper steps and ...

The bipartisan Charity Parity Act, introduced in both the House and Senate, would allow qualified charitable distributions to be made from 401(k) accounts instead of only from IRAs. The measure joins ...

QCDs will alow you to both save taxes in retirement and give more to the charities you support. Tax planning can increaes you level of financial freedom in retirement. Saving for retirement often ...

Millions of retirees hold their savings in 401(k) plans, but cannot use those funds for tax-free charitable donations under current federal law. A bipartisan bill introduced in both chambers of ...

Tax changes for 2026 have changed deductions for charitable giving. These tips can help you get around that.