New this year, charitably inclined individuals that are aged 70.5 or older can capture additional tax-friendly charitable-giving opportunities using a Qualified Charitable Distribution (QCD). The SECURE Act 2.0 expanded the QCD rules to allow transfers from an IRA to certain split-interest agreements with not-for-profits. The split-interest agreements include Charitable Remainder Trusts and Charitable Gift Annuities. … Continue reading New Charitable Giving Strategies for Retirees