Q. I just turned 70½ so I was going to start making my charitable donations from my IRA but now I hear I can’t do that if I’m still working. I still work some. Is that right? Why would a job affect a ...

For many taxpayers, the Tax Cut and Jobs Act (TCJA) of 2017 took away the tax benefits of charitable giving. Part of the goal of the TCJA was to simplify tax filings for taxpayers. To that end, the ...

It’s the season of the year when thoughts turn to charitable gifts and IRA required minimum distributions. With deference to turkeys, this is a classic case of being able to kill two birds with one ...

One of the most tax-friendly provisions of an IRA is the ability for IRA owners who are at least age 70½ to donate up to $108,000 (2025 limit) directly to an eligible charity from their IRA. This is ...