QCD Rules and Regulations for Tax-Efficient Charitable Giving
June 16, 2025 | By Joe Orff
Are you concerned about required minimum distributions (RMDs) bumping you into a higher tax bracket? If you are among the charitably inclined, your donations could offset the increase to your taxable income.
How SECURE Act 2.0 Impacts Your Financial Plan
March 16, 2023 | By James Perriello, CFP®
Recent legislation, SECURE Act 2.0, makes important rule changes related to Roth IRAs, Qualified Charitable Distributions (QCDs), and more.