Qualified Charitable Distributions

27/11/2025 3 min Temporada 2 Episodio 48

Listen "Qualified Charitable Distributions"

Episode Synopsis

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