Let's Talk About QCDs скачать в хорошем качестве

Let's Talk About QCDs

In this video, Joe explains a powerful tax strategy for retirees who give to charity: Qualified Charitable Distributions (QCDs). If you’re over age 70½ and have an IRA, this strategy could help you give more tax-efficiently. Topics covered: What a Qualified Charitable Distribution (QCD) is When you become eligible to use a QCD Why giving directly from your IRA can be more tax-efficient than writing a check How QCDs can satisfy Required Minimum Distributions (RMDs) Key rules, annual limits, and common mistakes to avoid Important reminders if you’ve already completed a QCD this tax year We also share a quick reminder about our upcoming Spring Into Retirement workshop on March 14. RSVP here: https://forms.gle/CobjVe29S7uqrVQW7 If you have questions about using a QCD, your tax documents, or whether this strategy makes sense for your retirement plan, reach out anytime: https://harfordretirement.com