Charitable RMDs

A Charitable RMD, also called a Qualified Charitable Distribution (QCD), is a wonderful way to make a difference while using your retirement savings wisely. If you’re age 70½ or older, you can give directly from your IRA to a qualified charity—helping the causes you care about most while also reducing your taxable income. It’s a heartfelt way to turn your required distribution into something truly meaningful. Many clients find it rewarding to see their generosity make an impact right now. If you’d like to learn more or see how it could work for you, we’d be happy to help!