“QCDs, qualified charitable distributions, are often overlooked and they are a great strategy for clients who are charitably inclined.” - Sarah Brenner
🔔 Be sure you are subscribed to our channel for more content like this: bit.ly/3sa71CE 🔔
In today’s episode, we’re talking about Qualified Charitable Distributions (QCD). We’ll be digging into how they work, the do’s and don’ts, and how to make them work for you. And to help leverage QCDs in the best way possible, I’m thrilled to welcome Sarah Brenner to the podcast.
Sarah is an IRA Educator and Retirement Distribution Planning Professional. She’s worked with Ed Slott and Company for 7 years and brings over 20 years of experience to this extremely complex field.
In this podcast interview, you’ll learn:
• What exactly a QCD is and why they’re so overlooked as part of a retirement plan.
• How you can still take QCDs if you take the standard deduction.
• The most common problems and misunderstandings with QCDs.
• Why you should be thinking about QCDs at the beginning-not the end-of each year.
Schedule a 15-minute call with our team if you want to learn more about QCDs and how they can fit into your financial planning ➡️ bit.ly/3RBKwjy
Interview Resources:
Sarah Brenner on LinkedIn: bit.ly/3CD6Pkv
Ed Slott’s Elite IRA Advisory Group: bit.ly/3yqiNeT
TD Ameritrade: www.tdameritra...
Fidelity: www.fidelity.com/
Schwab: www.schwab.com/
Vanguard: vgi.vg/3MdQMNx
Негізгі бет Make Qualified Charitable Distributions Work for You with Sarah Brenner of Ed Slott Co.
Пікірлер: 4