The Wiser Financial Advisor Podcast with Josh Nelson

The Wiser Financial Advisor: QCD's For Retirees #142


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In this episode, Josh Nelson talks about Qualified Charitable Distribution which is a direct transfer of funds from your IRA to a qualified charity. Unlike regular withdrawals from your IRA, which are almost always taxable, QCDs allow you to donate money tax free. To help understand he answers 2 important questions. 

1) Can I take an itemized charitable deduction for my QCD on my income taxes? 

2) How do I set this up? 



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Contact Josh Nelson: https://www.keystonefinancial.com
Contact Jeremy Busch: https//www.keystonefinancial.com
Podcast Editor: Tim Leaman/[email protected]

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The Wiser Financial Advisor Podcast with Josh NelsonBy Josh Nelson

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