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How to Make Qualified Charitable Distributions Work for You with Sarah Brenner

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Manage episode 343274634 series 1942938
Content provided by Andrew Rafal. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andrew Rafal 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.

In today’s episode, we’re talking about Qualified Charitable Distributions (QCD). We’ll be digging into how they work, the do’s and don’ts, and how to make them work for you. And to help leverage QCDs in the best way possible, I’m thrilled to welcome Sarah Brenner to the podcast.

Sarah is an IRA Educator and Retirement Distribution Planning Professional. She’s worked with Ed Slott and Company for 7 years and brings over 20 years of experience to this extremely complex field. She’s trained thousands of financial professionals, contributed to several journals and publications and brings a unique legal background to her work.

In this conversation, we go deep into QCDs: how to use them, why you should consider using them, and the most common mistakes many retirees make along the way. If you’re close to retirement age or know anyone who’s over the age of 70, I hope you’ll get a lot of value from this episode.

In this podcast interview, you’ll learn:

  • What exactly a QCD is and why they’re so overlooked as part of a retirement plan.
  • How you can still take QCDs if you take the standard deduction.
  • The most common problems and misunderstandings with QCDs.
  • Why you should be thinking about QCDs at the beginning–not the end–of each year.Interview Resources
  continue reading

91 episodes

Artwork
iconShare
 
Manage episode 343274634 series 1942938
Content provided by Andrew Rafal. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andrew Rafal 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.

In today’s episode, we’re talking about Qualified Charitable Distributions (QCD). We’ll be digging into how they work, the do’s and don’ts, and how to make them work for you. And to help leverage QCDs in the best way possible, I’m thrilled to welcome Sarah Brenner to the podcast.

Sarah is an IRA Educator and Retirement Distribution Planning Professional. She’s worked with Ed Slott and Company for 7 years and brings over 20 years of experience to this extremely complex field. She’s trained thousands of financial professionals, contributed to several journals and publications and brings a unique legal background to her work.

In this conversation, we go deep into QCDs: how to use them, why you should consider using them, and the most common mistakes many retirees make along the way. If you’re close to retirement age or know anyone who’s over the age of 70, I hope you’ll get a lot of value from this episode.

In this podcast interview, you’ll learn:

  • What exactly a QCD is and why they’re so overlooked as part of a retirement plan.
  • How you can still take QCDs if you take the standard deduction.
  • The most common problems and misunderstandings with QCDs.
  • Why you should be thinking about QCDs at the beginning–not the end–of each year.Interview Resources
  continue reading

91 episodes

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