Navigating RMD's QCD's & IRA's: A Guide to Charitable Giving

Confused by RMDs, QCDs, and IRAs? This session is for you! If you:

Have an IRA or 401(k)

Are approaching or already taking Required Minimum Distributions (RMDs) - currently required at age 73

Are interested in maximizing your charitable giving through the use of a Qualified Charitable Deduction (QCD)

Join Mandi to learn how to leverage your IRA to support your charitable goals while strategically managing your RMDs. We'll explore the Qualified Charitable Deduction (QCD) and how it can provide valuable tax benefits for your charitable giving.