Navigating Qualified Charitable Distributions in 5 Easy Steps

Written By Louis Orgera

As we enter the holiday season, many are in the spirit of giving. A qualified charitable distribution, or QCD, is a solution many IRA owners age 70½ and older consider this time of year. A QCD distributes funds directly to a qualified charity while decreasing the donor’s taxable income.

If you’re considering a QCD to your favorite charity before year-end, download “Navigating Qualified Charitable Distributions in 5 Easy Steps” for more information.

Have more questions about tax-efficient investment and retirement strategies? Contact our office at 516-294-5287 to schedule a time for a visit.

Louis Orgera
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