Qualified Charitable Distributions

In this week’s episode, Jason Hatley provides a comprehensive overview of Qualified Charitable Distributions. QCDs are a tax-efficient way for individuals who are 70 ½ years or older to donate to charity directly from their IRA. By making a QCD, individuals can satisfy their Required Minimum Distribution (RMD) while also reducing their taxable income. Watch the full episode to hear Jason explain the benefits of QCDs and more.     Jason Hatley, CFP®, CPA, PFS Senior Vice President Financial Planning Manager Email Jason Hatley here Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Economic forecasts set forth in this presentation may not develop as predicted. No strategy can ensure success or protect against a loss. Stock investing involves risk including potential loss of principal. Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.The post Qualified Charitable Distributions first appeared on Fi Plan Partners.