fbpx

WEBINAR – Tax Planning: RMD’s & QCD’s


Greetings!
 
Baltimore-Washington Financial Advisors invite you to an interactive Tax Planning workshop discussing the ABC’s of RMD’s & QCD’s!
 
Webinar
Thursday, October 28, 2021 from 11:45 AM to 1:00 PM EDT
 
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)
PRESENTERS:
Managing Director, Wealth Management
& Executive Manager
CPA, MST, CFP®, CIMA®
Senior Tax & Planning Advisor
We hope you can join us!
Sincerely,


Robert Carpenter

President and CEO

BWFA is a Fee-Only/Fiduciary Advisor.

For questions or help registering please contact,

Cortney Caronna | Client Associate | BWFA | emailus@bwfa.com | 410-461-3900
CONNECT WITH US