RetirementNavigating Qualified Charitable Distribution

With the holiday season 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 here to download “Navigating Qualified Charitable Distributions in 5 Easy Steps.”

Have more questions about tax-efficient investment and retirement strategies? Contact our office at (425) 252-4032 to schedule a time for a visit.




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