Tag Archives | QCD
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Need To Take RMDs This Year From Your IRA? You Can Chill. We’re On It.

What’s at the top of our to-do list this month? It’s time to take care of RMDs (Required Minimum Distributions) from your IRAs if you’re age 70½ or over, or are the beneficiary of an Inherited IRA. What’s the deal? We’ve already alerted clients who need to start their RMDs IRA next year. There’s nothing […]

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Don’t Overpay The IRS When Making Charitable Gifts

The one thing people never want to do is overpay Uncle Sam when they file their taxes. Unfortunately, that’s easy to do if you’re reporting charitable gifts made from your IRA (that’s a technique called a QCD or Qualified Charitable Distribution). We have several clients who used this technique last year as a way to […]

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Making Gifts To Charity? Here’s How To Maximize Those Tax Benefits

Making gifts to charity? Giving is good, but getting tax benefits when you give is even better. Due to changes in the tax law, it’s now harder for most people to get a tax deduction when they give to charity. But that’s no reason to stop giving. We’ve got the perfect solution – a Qualified […]

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Giving Smarter: Using Your IRA To Make The World A Better Place

You may be like several of our clients who enjoy making charitable gifts. In the last few months, we’ve helped clients make generous donations to a number of programs benefitting colleges and universities, scholarship programs for working students, and international education organizations. To all of you who have made donations or who have helped good causes […]

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Use Your IRA To Support Your Favorite Charity

There’s a clever new way you can have your cake and eat it too. We’re talking about updated tax rules allowing you to gift a portion of your IRA funds to your favorite charity, which will help you feel good and save on taxes, too. Here’s how. If you are age 70 1/2 or older […]

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