Qualified Charitable Distribution
Автор: Beratung Advisors
Загружено: 2025-07-29
Просмотров: 41
Описание:
Did Yinz Know... you can give up to $110,000 to a charity tax-free starting at age 70½?
It's called a Qualified Charitable Distribution (QCD)—and it’s one of the most underused tools in tax planning today.
✅ It counts toward your Required Minimum Distribution
✅ It bypasses your income taxes
✅ You don’t have to itemize
✅ And you can keep your standard deduction
The gift has to go directly from your IRA to the charity.
Too many well-meaning people pull the funds themselves and then give—losing the tax break entirely.
💡 This strategy is especially powerful if:
— You're already giving to your church or favorite 501(c)(3)
— You don’t need your full RMD
— You're planning for legacy giving
— Or you just want to live generously while keeping more of what you've earned
📣 Whether it's $15,000 or $110,000—you can use this tool to impact others, reduce taxes, and align your giving with your values.
👀 Want to know how this fits into your plan?
Let us run a secure tax analysis to see if a QCD strategy makes sense for you.
Send us a message to get started today!
#DidYinzKnow #TaxPlanning #QCD #CharitableGiving #Stewardship #ContagiousGenerosity #RenderUntoCaesar
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