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December 22, 2014

Qualified charitable distributions (QCD) Extended for 2014

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QCD Extended under H.R. 5771: Tax Increase Prevention Act of 2014 (the 2014 “Tax Extenders” bill) extended the qualified charitable distributions (QCD) provision to December 31, 2014. For details on the QCD rules, please see our article Donating Retirement Assets to Charities.

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Qualified Charitable Distribution (QCD)

Definition A distribution that is excludable from the distributee’s income, as a result of meeting the following requirements: It is made after the distributee reaches

What is the 5-Year Rule for beneficiaries?

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