QCD’s For Retirees

In this episode, Josh Nelson talks about Qualified Charitable Distribution which is a direct transfer of funds from your IRA to a qualified charity. Unlike regular withdrawals from your IRA, which are almost always taxable, QCDs allow you to donate money tax free. To help understand he answers 2 important questions. 

1) Can I take an itemized charitable deduction for my QCD on my income taxes?

2) How do I set this up?

Turn “What If” into “What’s Next?”