Search
Back to insights

Retirement: Charitable donations and other year-end tax tips

Kiplinger interviews The Tax Institute's Jackie Perlman about a tax break that allows seniors to donate up to $100,000 to charity directly from their IRAs. Because even small donations lower AGI, it's a useful tax break for seniors who no longer have enough deductions to itemize.

By: Jayme White  /  January 11, 2017

Kiplinger interviews The Tax Institute's Jackie Perlman about a tax break that allows seniors to donate up to $100,000 to charity directly from their IRAs. Because even small donations lower AGI, it's a useful tax break for seniors who no longer have enough deductions to itemize.

Share
Author Name

Jayme White

Related Articles

View All Insights
Publications & Coverage

CBS News: Changes in tax law you should know about this year

H&R Block chief tax officer Kathy Pickering spoke with CBS News about changes to tax law including private mortgage insurance premiums are deductible once again.

Read More
Publications & Coverage

CNBC: Here’s how to get your tax return out the door faster — and get your refund sooner

TTI director Andrew Phillips talks with CNBC about the benefits of filing early including keeping scammers from filing returns using your data and ensuring key tax benefits aren't missed.

Read More
Publications & Coverage

USA Today: You might have to prove your identity to get Michigan tax refund

TTI director Andrew Phillips tells USA Today that the IRS expanded its voluntary Identity Protection PIN (IP PIN) to a number of states in 2020--a way for taxpayers to protect their identity from fraud.

Read More
Publications & Coverage

As you prepare 2019 tax returns, make changes to ensure refund next year

Chief Tax Office Kathy Pickering explains to NBC why people were surprised by their refunds last year and to consider updating withholdings on Form W-4, especially if any life changes impact your taxes in 2020. 

Read More
Join Our Newsletter

Now you can receive timely news on the issues and topics that are relevant to today’s tax professionals.

Sign Up Now
Connect with The Tax Institute
Explore The Tax Institute

The Tax Institute at H&R Block (TTI) makes reasonable efforts to include accurate and up to date information on thetaxinstitute.com and in accompanying materials (the Site). However, TTI makes no warranties or representations as to the Site’s accuracy. TTI assumes no liability or responsibility for any errors or omissions in the content of the Site.

Copyright © HRB Digital LLC. All Rights Reserved.

Privacy Policy Terms & Conditions Site Map

Homepage

Connect with H&R Block

HRBlock.com Terms & Conditions Site Map Privacy Policy