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Educational Video – Tax and Other Advantages of a Qualified Charitable Distribution

by | Dec 10, 2019 | Blog, Educational Videos, Financial Planning | 0 comments

Educational Video – Tax and Other Advantages of a Qualified Charitable Distribution

In this video Senior Advisor, Ty Summerlin, and Estate Planning Specialist, Heather England, discuss the advantages of a QCD

 

Among other advantages, because a Qualified Charitable Distribution (QCD) is not included in your income, you may save money on social security benefits, pay less net investment income tax and pay lower medicare premiums. It can also be used to satisfy your Qualified Minimum Distributions (QMD).

 

 

Support Payments & Taxes from HoyleCohen on Vimeo.

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