Displaying 10 results
Advisors see giving surge in late 2023 extending into 2024
Schwab Charitable says donors granted more than $6.1 billion to charity in 2023, a year-over-year increase of 31 percent.
Planning for the largest IRA balances ever in 2024
Here are tactics to use this year given the opportunities for record stock values at the end of 2023.
Year-end QCD mistakes to avoid
The great tax benefits of qualified charitable distributions can be forfeited if the rules aren't followed.
Early planning on qualified charitable distributions can mean bigger tax savings
When required minimum distributions begin, QCDs can reduce or eliminate the income tax on the RMD income — if the timing is right.
Time’s running out for a mega qualified charitable distribution!
2021 is the last year your clients can use their retirement funds for unlimited charitable giving as a result of provisions in recent tax laws.
Strategies for maximizing clients’ charitable impact in 2021
Take advantage of an environment that's favorable for charitable giving to engage in tax-smart, high-impact philanthropy.
January is the new December for charitable contributions
Qualified charitable contributions can help offset the tax bill from required minimum distributions — but only with the right timing
Help clients use qualified charitable distributions to save on taxes
Advisers need to help RMD clients change the way they give.
Qualified charitable distributions not always the best way to give
While a QCD can provide a real tax benefit to some IRA owners, in most cases keeping the RMD and giving appreciated securities to charity will be a better tax strategy.
Qualified charitable distributions return
As expected, Congress has renewed the special tax break for charitable individual retirement account rollovers, known as qualified…
