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Retirement Planning
Chapter 8: IRAs & Roth IRAs/QUALIFIED CHARITABLE DISTRIBUTIONS FROM IRAs
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Chapter 8: IRAs & Roth IRAs

QUALIFIED CHARITABLE DISTRIBUTIONS FROM IRAs

01.Core Concepts

• Up to $108,000 (in 2025) distributed directly from IRA to a qualified charity is a tax-free distribution if the IRA owner is age 70½ or older. • This is an income exclusion, not a deduction • Treated as a distribution to the account owner for RMD purposes. • Excluded amount is reduced if taxpayer also made a deductible contribution to an IRA after age 70½.