
Sign up to save your podcasts
Or


How can you make the most of charitable giving while reducing your tax burden?
In this podcast episode, Christian and John explore the strategic use of Qualified Charitable Distributions (QCDs) in retirement planning. Learn how QCDs can help you meet Required Minimum Distributions (RMDs) while supporting causes you care about—all tax-free. They also dive into age requirements, reporting considerations, and unique planning opportunities.
If charitable giving is part of your retirement goals, this episode is a must-listen! Tune in for actionable insights to improve your retirement plans.
https://zurl.co/dyBc
By Micah Shilanski & Tammy Flanagan4.8
126126 ratings
How can you make the most of charitable giving while reducing your tax burden?
In this podcast episode, Christian and John explore the strategic use of Qualified Charitable Distributions (QCDs) in retirement planning. Learn how QCDs can help you meet Required Minimum Distributions (RMDs) while supporting causes you care about—all tax-free. They also dive into age requirements, reporting considerations, and unique planning opportunities.
If charitable giving is part of your retirement goals, this episode is a must-listen! Tune in for actionable insights to improve your retirement plans.
https://zurl.co/dyBc

1,987 Listeners

453 Listeners

803 Listeners

1,318 Listeners

519 Listeners

746 Listeners

534 Listeners

667 Listeners

197 Listeners

88 Listeners

804 Listeners

855 Listeners

6 Listeners

44 Listeners

14 Listeners