• The Wiser Financial Advisor: QCD's For Retirees #142

  • Mar 17 2025
  • Length: 10 mins
  • Podcast

The Wiser Financial Advisor: QCD's For Retirees #142

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  • Summary

  • In this episode, Josh Nelson talks about Qualified Charitable Distribution which is a direct transfer of funds from your IRA to a qualified charity. Unlike regular withdrawals from your IRA, which are almost always taxable, QCDs allow you to donate money tax free. To help understand he answers 2 important questions.

    1) Can I take an itemized charitable deduction for my QCD on my income taxes?

    2) How do I set this up?



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    Contact Josh Nelson: https://www.keystonefinancial.com
    Contact Jeremy Busch: https//www.keystonefinancial.com
    Podcast Editing: Tim Leaman/info.primegen@gmail.com
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