WEBINAR: Tax Planning: RMD’s & QCD’s – Alphabet Soup!

WEBINAR
JULY 10, 2025
11:45 AM – 1:00 PM

TOPICS WILL INCLUDE:

• What is an RMD & QCD?
• Who is required to take RMDs?
• What happens if I am still working and contributing to my retirement plan?
• When can I use QCDs?
• Advantages of a QCD over direct charitable contributions.
• What are the limitations on charitable contributions using QCDs?
• Can I use my RMD as a QCD?
• Estate advantages to using QCDs or taking out more than my RMD.
• Can I roll my RMD into a Roth IRA? (Roth Conversion)

PRESENTER: