Are you looking for a tax-smart way to give to charity while also reducing your taxable income? In this video, I break down everything you need to know about Qualified Charitable Distributions (QCDs)—how they work, their benefits, key rules, and who should consider using them. If you're 70½ or older with an IRA, this strategy could help you satisfy your Required Minimum Distributions (RMDs) tax-free while making a meaningful impact on your favorite charities.
🔹 What You’ll Learn:
✔️ What a QCD is and how it works
✔️ The tax-saving benefits of QCDs
✔️ Important rules and qualifications
✔️ Step-by-step guide to setting up a QCD
If you have questions about QCDs or want to discuss whether this strategy fits into your retirement plan, feel free to reach out!
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