IRA Qualified Charitable Distribution
What is a Qualified Charitable Distribution?
A Qualified Charitable Distribution (QCD) is a non-taxed distribution of funds up to $100,000 annually from your IRA to Southeastern. You are eligible to make a Qualified Charitable Distribution as soon as you reach 70.5 years of age. Many people choose to make Qualified Charitable Distributions part of their strategy for reaching their annual Required Minimum Distributions (RMDs) beginning at 73 years of age.
You Might Be Interested in a Qualified Charitable Distribution If…
- You are over 70.5 years old and own an IRA.
- You are over 73 years old and want to avoid taxes on your Required Minimum Distributions (RMDs).
Let Us Partner With You
We’d love to partner with you to craft the right plan for you and your family. Filling out the form below will get you in touch with a member of our team.
Loading…