Can I Do a Qualified Charitable Distribution?

A lot of people give money to their church or charity. The problem is that you may not know about a little known strategy that can help you reduce taxes and give more.  

This FREE flowchart covers 24 important charitable giving issues to consider when giving to your church or favorite charity. The flowchart covers many aspects of a Qualified Charitable Distribution or QCD including:

  • Age requirements

  • Impact of employer contributions

  • Distribution limits of the distribution

  • Single vs married filing jointly

  • Public vs Private implications

  • Step-by-step process

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