Understanding Qualified Charitable Distributions (QCD)
Tuesday, October 29, 2024
12:00 pm – 1:00 pm | Free and Virtual | RSVP HERE
Make Your Donations Impactful & Tax-free
Discover how Qualified Charitable Distributions (QCDs) can enhance your retirement strategy by allowing you to donate to the 501(c)3 charity of your choice while avoiding federal and state income taxes on traditional IRA withdrawals.
By contributing directly from a traditional IRA to a qualified charity, you can sidestep taxes on these otherwise taxable distributions. You must be at least 70½ at the time of the distribution to take advantage of this strategy. This informative webinar will guide you through the key details of how QCDs work and help you leverage your retirement savings to make impactful, tax-free charitable donations.
About the Presenter
Jean M. Lown, Ph.D. retired from Utah State University in 2016 where she taught personal finance, investing, and retirement planning. Much of her research focused on women and financial planning. Jean taught a monthly “Financial Planning for Women” workshop for two decades. She offers fee-based financial advising with fees donated to climate-advocacy nonprofits. While based in Logan, she and her husband, Bryan Dixon, spend winters biking, hiking, birding, and exploring the desert in St. George where she is group leader for the Citizens’ Climate Lobby.
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