Navigating QCDs-Qualified Charitable Distributions

  |   ,
share this post

With the holiday season quickly approaching, you may be considering how you want to make your charitable donations. If you’re an IRA owner, you may want to consider a qualified charitable distribution or QCD. A QCD is a distribution from an IRA that goes directly to a qualifying charity.

Along with helping your favorite non-profit, QCDs can also help reduce the tax burden within your retirement accounts since QCDs are not included in your taxable income.

However, QCD gifting can also be complex, so it is important to understand the rules.

To learn the steps needed to gift a QCD to your charity, click below to download “Navigating Qualified Charitable Distributions in 5 Easy Steps.”

Have more questions about tax-efficient investment and retirement strategies? Contact RFG Wealth Advisory at 940-464-4104 to schedule a time for a visit.

 FREE DOWNLOAD 

Navigating Qualified Charitable Distributions in 5 Easy Steps

“These materials have been independently produced by RFG Wealth Advisory. RFG Wealth Advisory is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. RFG Wealth Advisory provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.”

Securities offered through LPL Financial, Member FINRA/SIPC.  Investment advice offered through RFG Wealth Advisory, a registered Investment advisor and separate entity from LPL Financial.


The LPL Finanical registered representatives associated with this website may discuss and/or transact business only with residents in the states in which they are properly registered or licensed.  No offers may be made or accepted from any resident of any other state.

Copyright © 2022 RFG Wealth Advisory. All Rights Reserved.