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Reduce Your Taxes With QCD’s
Manage episode 402605032 series 1174726
Content provided by Money Guide with Mary Sterk and Mary Sterk. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money Guide with Mary Sterk and Mary Sterk or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Did you know you can reduce your taxes by making a QCD right out of your IRA? A QCD, also known as a Qualified Charitable Distribution, can be a great way to strategically reduce your tax bill. But there are nuances and rules surrounding it that are important to understand. In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Julie Chadwick share some tips to help you maximize your QCD opportunity. Topics include: Required Minimum Distribution Charity Tax Return CPA Beneficiary 501(c)(3) Donor Advised Fund Lump Sum Distribution Tax Bracket Mortgage Interest Investments Audit ROTH IRA Deductions Itemizing
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340 episodes
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Manage episode 402605032 series 1174726
Content provided by Money Guide with Mary Sterk and Mary Sterk. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money Guide with Mary Sterk and Mary Sterk or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Did you know you can reduce your taxes by making a QCD right out of your IRA? A QCD, also known as a Qualified Charitable Distribution, can be a great way to strategically reduce your tax bill. But there are nuances and rules surrounding it that are important to understand. In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Julie Chadwick share some tips to help you maximize your QCD opportunity. Topics include: Required Minimum Distribution Charity Tax Return CPA Beneficiary 501(c)(3) Donor Advised Fund Lump Sum Distribution Tax Bracket Mortgage Interest Investments Audit ROTH IRA Deductions Itemizing
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340 episodes
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Similar to Money Guide with Mary Sterk
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