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Tongue twister: OBBBA, IRAs, QCDs, and FAQs

Tongue twister: OBBBA, IRAs, QCDs, and FAQs

Sep 4, 2025 | advisor knowledge hub, blog

If your head is spinning, it’s for a good reason! Let’s face it–the rules for using IRAs to give to charity were complicated before the OBBBA got thrown into the mix. Let’s address five frequently asked questions we’ve been hearing from attorneys, CPAs, and financial...
QCDs: Soon there may be more to love

QCDs: Soon there may be more to love

May 12, 2025 | blog, donor knowledge hub

If you are 70 ½ and older, by now you’ve likely heard about a charitable giving tool called a Qualified Charitable Distribution (“QCD”), allowing you to direct a distribution from your IRA to an eligible charity, such as a designated fund, unrestricted fund, or...

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