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An overlooked charitable IRA tool steps into the spotlight

Summary by Financial Planning
Qualified charitable distributions have surged in popularity thanks to a shift away from itemized deductions, but experts say there's more work to be done around client education on the underappreciated tool.
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Financial PlanningFinancial Planning

An overlooked charitable IRA tool steps into the spotlight

Qualified charitable distributions have surged in popularity thanks to a shift away from itemized deductions, but experts say there's more work to be done around client education on the underappreciated tool.

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Financial Planning broke the news in on Friday, May 23, 2025.
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