Charitable Distributions

Questions we’ll answer in this

Qualified Charitable Distribution Rules Strategy Guide

  • Are you 70½ or older and paying unnecessary income taxes on your mandatory IRA distributions?
  • Did you know you can satisfy your Required Minimum Distribution (RMD) tax-free by donating directly to charity?
  • Are you accidentally making QCD donations to private foundations or DAFs that don’t qualify under IRS rules?
  • Did you know married couples can donate up to $222,000 tax-free directly from their IRAs this year?

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