Qualified Charitable Distributions (QRD’s)

A relatively new method of charitable giving, QRD’s can help reduce your Adjusted Gross Income (AGI) leading to a lower tax bill as well as providing for your favorite charity. See what strategies can be used to make your RMD non-taxable!

Instructors: Reid Harris, CFP® Kathy Suits, EA Scott Donaldson, Attorney-at-Law