The IRS offers only one way out of 401(k) or IRA RMDs-- a qualified charitable distribution (QCD). This is where you donate your RMD to a qualifying charitable organization rather than keeping it for ...

A single 72-year-old retiree sitting on a $2.2 million traditional IRA looks, on paper, like a textbook success story. Then the first required minimum distribution (RMD) arrives, and the tax code ...

Most retirees miss a two-and-a-half-year tax window that opens before required distributions ever force their hand, and once ...

Vanguard says one IRA rule bypasses both of OBBBA's new charitable-deduction limits. Here's how the qualified charitable ...

A growing traditional IRA balance feels like success until the IRS starts forcing taxable withdrawals that stack on top of ...

Qualified Charitable Distributions let clients over 70½ give from IRAs, reduce taxable income, and support Idaho Community ...

A $2.1 million 401(k) looks like financial security until the mandatory withdrawal triggers a tax cascade that reaches two ...

IRA owners can send up to $108,000 directly to charity tax-free starting at age 70½, which is 2.5 years before RMDs begin at 73. A QCD cuts your AGI rather than functioning as a mere deduction, ...

Two outdated tax thresholds written decades ago, never adjusted for inflation, can silently redirect tens of thousands of dollars from a retirement couple's Social Security into taxable income, and a ...

They're avoidable if you know to look out for them.

A single 73-year-old woman with roughly $2.4 million in wealth, most of it locked inside a traditional IRA, is about to receive her first required minimum distribution check. The IRS takes its cut ...

Below or some of the many ways you can make a gift to Lycoming. For questions, or if you have another opportunity in mind for how you can support the College, please contact College Advancement at ...