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Скачать или смотреть The Financial 15 - Important QCD details you should know

  • Mark Byelich, CFP®
  • 2023-06-07
  • 120
The Financial 15 - Important QCD details you should know
retirement planningretirement incomepersonal financefinancial planningtax planningfinancial advisorwebinarfinancialadvicewealthfinancial planning processfinancial planning and analysisdavid mcknightpower of zeromark byelichbyelichattleboroed slottsecure 2.0secure acttax free retirementsocial securitymedicareCFPcertified financial plannerdebtdebt ceiling 2023debt defaultIs financial planning importamtfinancial planning 2023
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Important Qualified Charitable Distributions You Should Know
Mark spends the last half of the Weekly Webinar discussing what qualified charitable distributions are and then provides some key details about QCDs that are important for you to know. Qualified Charitable Distributions were designed originally to handle required minimum distributions (RMDs) from IRAs that the account holder doesn’t necessarily want or need during their lifetime. Mark introduces Qualified Charitable Distributions as a solution for those looking to reduce or eliminate RMDs from their financial landscape. Qualified Charitable Distributions allow for distributions to go directly from your IRA to a charity, however, there are certain limitations and restrictions with this option which Mark details out throughout the rest of the podcast.

If you’re worried about how RMDs will impact your finances in retirement and think that Qualified Charitable Distributions could be an answer for you, this is an episode you’ll really want to watch.

You can access other recordings of past Weekly Webinars and recordings of past Special Webinars on our website at https://www.attleborowealth.com/weekl... and https://www.attleborowealth.com/speci...

Also, stay tuned for our Special Webinars that we hold throughout the year.

Visit our website: https://www.attleborowealth.com

Please don't hesitate to email us with any questions you have or if you'd like to schedule an appointment with us. You can reach us at [email protected].

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place.

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