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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...

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