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 73Are 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.

Leaving a lasting impact on the causes you care about doesn't require immense wealth or choosing charity over family. Including charitable bequests in your will is a simple and meaningful way to support the organizations that matter most to you. this session will explore basic tax-advantage options for charitable giving in your estate plan, including sample language for your will or trust.