Dec 2, 2024
How can you make the most of charitable giving while reducing your tax burden?
In this podcast episode, Christian and John explore the strategic use of Qualified Charitable Distributions (QCDs) in retirement planning. Learn how QCDs can help you meet Required Minimum Distributions (RMDs) while supporting causes you care about—all tax-free. They also dive into age requirements, reporting considerations, and unique planning opportunities.
If charitable giving is part of your retirement goals, this episode is a must-listen! Tune in for actionable insights to improve your retirement plans.