Donating to charity in 2026 has evolved beyond simple check donations. While $2,000 for a married couple or $1,000 for a single taxpayer remains deductible, itemizers can claim up to 35% of AGI. For those 70 1/2 or older, Qualified Charitable Deductions (QCDs) offer a tax-free option by directing donations from IRAs.
Tag: IRA
Wade Pfau has put me in a funk. Are you dealing with the stages of retirement?
Go to main Forum page » to participate in discussion AUTHOR: R Quinn on 10/11/2025 Wade Pfau has an interest article on RetirementResearch.com about the non-financial aspects of of
Changes coming for people rolling a 401k into an IRA
ERISA fiduciary rules will apply to IRAs including those created by rolling a 401k. Read more in this WSJ article. While 401(k) workplace retirement plans
What 401k or IRA action might get you audited by the IRS
Kiplinger recently listed 19 tax actions that may get you audited by the IRS. Many will likely not apply to average taxpayers, but this one
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