Tag: QCD

We Want to Draft Your Legacy

What Qualifies as a Qualified Charitable Distribution?

April 13, 2021
Qualified Charitable Distributions, which allow Individual Retirement Account holders in their 70s and older to divert some of their federally taxable required distributions to charity while reducing their federally taxable income, are back after a 2020 hiatus.
Read More

Stretch Out IRA Distributions, Even Without ‘Stretch’ IRA

November 24, 2020
The SECURE Act killed the stretch IRA but instead of mourning, advisors can help clients make up the loss.
Read More
Welch Law, PLLC

641 University Blvd., STE 108,

Jupiter, FL 33458

Get Directions
Integrity Marketing Solutions - Estate Planning Marketing
Powered by
chevron-down