Qualified Charitable Distributions
Investors' Insights and Market Updates
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Show Notes
In this week’s episode, Jason Hatley provides a comprehensive overview of Qualified Charitable Distributions. QCDs are a tax-efficient way for individuals who are 70 ½ years or older to donate to charity directly from their IRA. By making a QCD, individuals can satisfy their Required Minimum Distribution (RMD) while also reducing their taxable income.
Watch the full episode to hear Jason explain the benefits of QCDs and more.
Jason Hatley, CFP®, CPA, PFS
Senior Vice President
Financial Planning Manager
Email Jason Hatley here
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