Are you over 70½ years old and charitably inclined? Discover the benefits of a Qualified Charitable Distribution (QCD)! A QCD allows you to transfer funds directly from your IRA to a qualified charity, reducing your taxable income and potentially lowering other taxes like the Medicare surtax. Plus, it can count towards your Required Minimum Distribution (RMD) without increasing your taxable income. Remember, not all charities qualify, so ensure your funds go directly to an eligible organization. Make a meaningful impact while managing your tax liabilities with a QCD!
Please read the accompanying article for more details.
For more information, reach out to us at jbotello@monetagroup.com
© 2025 Advisory services offered by Moneta Group Investment Advisors, LLC, (“MGIA”) an investment adviser registered with the Securities and Exchange Commission (“SEC”). MGIA is a wholly owned subsidiary of Moneta Group, LLC. Registration as an investment advisor does not imply a certain level of skill or training. The information contained herein is for informational purposes only, is not intended to be comprehensive or exclusive, and is based on materials deemed reliable, but the accuracy of which has not been verified.
