Share S3: Episode 4 – An Introduction to Qualified Charitable Distributions & Required Minimum Distributions

Copy link

August 30, 2021

S3: Episode 4 – An Introduction to Qualified Charitable Distributions & Required Minimum Distributions

25 minutes

This season we want to bring on our clients and share some of their stories of giving.

In this episode, Stephen Stricklin is joined by his client Bob. Bob and his wife Charlene are one of Wise Wealth’s clients involved in charitable giving. Stephen provides an overview of how qualified charitable distributions (QCDs) and required minimum distributions (RMDs) work in relation to charitable giving. Bob shares some of his personal stories about giving and how QCDs & RMDs tie into the overall conversation.

Stephen & Bob discuss:

Individual retirement accounts (IRAs), qualified charitable distributions (QCDs), and required minimum distributions (RMDs) and how they work

Bob shares his experiences dealing with IRAs, QCDs, RMDs and charitable giving

Why Bob and his wife Charlene take advantage of qualified charitable distributions

And more

Resources:

https://kcscholars.org/

S3: Episode 3 - What It Means To Give With Evan Lange

Connect With Stephen Stricklin:

[email protected]

816-246-9473

WiseWealth.com