Free Download
Can I Do a Qualified Charitable Distribution?
A lot of people give money to their church or charity. The problem is that you may not know about a little known strategy that can help you reduce taxes and give more.
This FREE flowchart covers 24 important charitable giving issues to consider when giving to your church or favorite charity. The flowchart covers many aspects of a Qualified Charitable Distribution or QCD including:
-
Age requirements
-
Impact of employer contributions
-
Distribution limits of the distribution
-
Single vs married filing jointly
-
Public vs Private implications
-
Step-by-step process
Privacy Policy: We hate SPAM and promise to keep your email address safe
Disclosures: Covenant Wealth Advisors is a fully independent, fee-only wealth management firm and registered investment advisor located in Richmond and Williamsburg, VA. We are a fiduciary. This means we must always put client interests ahead of our own. We are also a fee-only firm. This means we never receive commissions or third party payments and are only compensated by our clients for advice.
Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.The views and opinions expressed in this content as of the date of the posting, are subject to change based on market and other conditions. Nothing is intended to be, and you should not consider anything to be, investment, accounting, tax or legal advice. If you would like accounting, tax or legal advice, you should consult with your own accountants, or attorneys regarding your individual circumstances and needs. No advice may be rendered by Covenant Wealth Advisors unless a client service agreement is in place.
Copyright © 2020 Covenant Wealth Advisors, All rights reserved. Investment advisory and financial planning services provided by Covenant Wealth Advisors, a registered investment advisor.