A 72-Year-Old Giving $10,000 Can Keep It Out of the Income That Taxes Social Security, but Only if the IRA Pays the Charity Directly

A 72-Year-Old Giving $10,000 Can Keep It Out of the Income That Taxes Social Security, but Only if the IRA Pays the Charity Directly →

A 72-year-old who pulls $10,000 from her IRA to write a check to her church faces a tax outcome that looks nothing like the one who skips that step entirely, and the difference runs deeper than the donation itself.