Qualified Charitable Distributions
(QCD’s)
Learn
What is a QCD?
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What is an RMD?
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What about the tax deduction?
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Strategize
Send money directly to your organization:
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Satisfy your RMD and more – up to $100,000 annually:
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The widow/widower penalty:
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Discover
4 Rules – 70½ or older, direct to institution, general fund & no material benefit:
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Generally above line reduction trumps bottom-line deduction:
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Plan ahead while you are younger:
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