Give Smarter, Reduce Taxes:
Explore Qualified Charitable Distributions (QCDs)
Want to maximize your charitable impact while minimizing your tax burden? It’s time to explore Qualified Charitable Distributions (QCDs).
With QCDs, you can donate directly from your IRA to the causes you love and reduce your taxable income. It's a win-win for your wallet and your heart.
We invite you to meet with us and discover the power of QCDs:
Tax Savings: Exclude up to $100,000 from your income
Lower Medicare: Reduced AGI may lead to lower Medicare premiums
Support Your Passions: Donate to any qualified charity
Meet Your RMD: Fulfill your requirement while giving back
And so much more…