What is a Qualified Charitable Distribution (QCD)?

Discover the benefits of Qualified Charitable Distributions (QCDs) in this informative episode of Elevate Wealth! Deanne Rosso is joined by Rob Fezekas, Director of Investment Policy, to explain how QCDs work, who qualifies for them, and how they can lower your tax bill.

Learn:
✔ What a Qualified Charitable Distribution (QCD) is
✔ Eligibility requirements to use a QCD
✔ How QCDs can satisfy Required Minimum Distributions (RMDs) and reduce taxable income

If you’re 70½ or older and want to give to charity while optimizing your tax strategy, this video is for you!

To learn more about how QCDs could benefit your financial plan., visit elevate-wealth.com and let’s talk!

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