Qualified Charitable Distributions From IRAs

Article Written by Sheryl Cox of Stifel, Nicolaus & Company, Inc., Plymouth MA

Certain IRA holders have the opportunity to make tax-free distributions from their IRAs to qualified charitable organizations.

For tax-free eligibility, the Qualified Charitable Distribution (QCD) must be sent directly from the IRA payable...

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A jar with charitable contributions.

Make Sure Your Charitable Contributions Count

Charitable giving can give you a warm glow. In addition to leaving bequests, often in the form of trusts, to carefully chosen organizations, agencies, and/or educational, religious, or cultural institutions, most people give smaller amounts throughout their lifetimes. When you are working with a well-respected charitable planning attorney, you can be...

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Surprenant & Beneski, PC gives an overview of 3 charitable options that'll help you save on taxes.

Three Charitable Options that Can Save You on Taxes

For many individuals, making charitable donations is a way to give back to their community and support causes that are important to them. However, charitable planning can also play an important role in estate planning. Working with a Massachusetts charitable planning attorney to incorporate a strategic plan for charitable donations into...

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