Qualified Charitable Distributions
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Qualified Charitable Distributions
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About this listen
Lower taxable income while supporting favorite causes. Deanne Rosso and Rob Fezekas of Elevate Wealth Advisory explain Qualified Charitable Distributions (QCDs) from Traditional IRAs: age rules, eligible accounts, direct-to-charity requirements, annual limits, and how QCDs can satisfy Required Minimum Distributions (RMDs) without increasing taxable income.Key points:-QCD eligibility (age 70½+), account types, and annual limits-Why “direct to charity” matters (no DAFs)-Coordinating QCDs with RMDs, Medicare brackets, and Social Security taxationWant a tax-aware giving plan? elevate-wealth.com → “Let’s Talk.”#AthensGA #AthensWealthAdvisor #FinancialPlannerAthens #QCD #RMD #RetirementIncome #TaxPlanning #WealthManagement #IRA #CharitableGiving #GeorgiaRetirement