Tag: Qualified Charitable Distributions. QDC

5 Tax Moves Retirees Should Consider Before December 31

October 5, 2023

Now is the prime time to start thinking about optimizing your Roth conversions, RMDs, capital gains, Medicare premiums and charitable giving before the end of the year. Below are five things retirees should consider before December 31.   Roth conversions ‘in the valley’ The valley is the period between when you retire and when yourRead more…

Qualified Charitable Distributions

September 16, 2021

QCD 101: What Is It & How Can It Benefit Me?   A QCD, or qualified charitable distribution, is an option where these withdrawal funds can be used to make a nontaxable direct donation from your IRA to a qualifying charitable organization. With the ability to give up to $100,000 annually, a QCD can provide aRead more…