Retire With Confidence
Retire With Confidence
Dave Zaegel, CPA, CFP
Ep 79: Best Way to Handle QCDs
9 minutes Posted Jan 23, 2024 at 7:00 am.
0:00
9:30
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Show notes

In this episode, Dave Zaegel discusses Qualified Charitable Distributions (QCDs), explaining how they work and why it's beneficial to make them directly from a traditional IRA to the charity. He advises setting up a separate IRA account specifically for charitable distributions and explains how this can simplify the process and ensure proper reporting on tax returns. Dave concludes by reminding listeners that the podcast provides general information and should not be considered personalized advice.