Considering Gifting to Charity? Navigating QCDs

As we enter the holiday season, many are in the spirit of giving, and if you are over age 70 ½, there is an excellent opportunity to make a charitable contribution that benefits both you and the charity of your choice. A qualified charitable distribution (QCD) allows many IRA owners to give directly to a qualified charity, reducing taxable income while supporting causes that matter most to you.

Plus, there are new opportunities that can fulfill RMD requirements, gift to your charity, and create lifetime income for you!

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.

For personalized advice on tax-efficient retirement and charitable strategies, contact our office at 516-294-5287 to schedule a time for a visit.