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What is a Qualified Charitable Distribution (QCD)?
Discover the benefits of Qualified Charitable Distributions (QCDs) in this informative episode of Elevate Wealth! Deanne Rosso is joined by Rob Fezekas, Director of Investment Policy, to explain how QCDs work, who qualifies for them, and how they can lower your tax bill.
Learn:
✔ What a Qualified Charitable Distribution (QCD) is
✔ Eligibility requirements to use a QCD
✔ How QCDs can satisfy Required Minimum Distributions (RMDs) and reduce taxable income
If you’re 70½ or older and want to give to charity while optimizing your tax strategy, this video is for you!
To learn more about how QCDs could benefit your financial plan., visit elevate-wealth.com and let’s talk!
🔗 Website: https://elevate-wealth.com
🔗 Facebook: / elevatewealthadvisory
🔗 Instagram: / elevatewealthadvisory
Subscribe to our channel and hit that notification bell 🔔 to stay updated on the latest investment strategies and financial planning tips!
#AdviceInAction #ElevateWealth #WealthWise #FinancialFitness #FinancialReview #StockMarket #taxes #TaxCuts #TaxCutsAndJobsAct #InvestmentPhilosophy #RetirementPlanning #ElevateWealthAdvisory #FinancialMarkets #stocks #retirement #StockReturns #InvestmentStrategies #FinancialPlanning #WealthBuilding #wealthadviceforyourbestlife #election #politics #financialmarkets #financialplanning #yearendgiving #rmds #taxdeadlines #rothira #charity #charitablegiving #charitysupport #taxdeduction
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By Elevate Wealth AdvisoryDiscover the benefits of Qualified Charitable Distributions (QCDs) in this informative episode of Elevate Wealth! Deanne Rosso is joined by Rob Fezekas, Director of Investment Policy, to explain how QCDs work, who qualifies for them, and how they can lower your tax bill.
Learn:
✔ What a Qualified Charitable Distribution (QCD) is
✔ Eligibility requirements to use a QCD
✔ How QCDs can satisfy Required Minimum Distributions (RMDs) and reduce taxable income
If you’re 70½ or older and want to give to charity while optimizing your tax strategy, this video is for you!
To learn more about how QCDs could benefit your financial plan., visit elevate-wealth.com and let’s talk!
🔗 Website: https://elevate-wealth.com
🔗 Facebook: / elevatewealthadvisory
🔗 Instagram: / elevatewealthadvisory
Subscribe to our channel and hit that notification bell 🔔 to stay updated on the latest investment strategies and financial planning tips!
#AdviceInAction #ElevateWealth #WealthWise #FinancialFitness #FinancialReview #StockMarket #taxes #TaxCuts #TaxCutsAndJobsAct #InvestmentPhilosophy #RetirementPlanning #ElevateWealthAdvisory #FinancialMarkets #stocks #retirement #StockReturns #InvestmentStrategies #FinancialPlanning #WealthBuilding #wealthadviceforyourbestlife #election #politics #financialmarkets #financialplanning #yearendgiving #rmds #taxdeadlines #rothira #charity #charitablegiving #charitysupport #taxdeduction