How to Make Qualified Charitable Distributions Work for You with Sarah Brenner

Your Wealth & Beyond

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2y ago 24:19

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In today’s episode, we’re talking about Qualified Charitable Distributions (QCD). We’ll be digging into how they work, the do’s and don’ts, and how to make them work for you. And to help leverage QCDs in the best way possible, I’m thrilled to welcome Sarah Brenner to the podcast.

Sarah is an IRA Educator and Retirement Distribution Planning Professional. She’s worked with Ed Slott and Company for 7 years and brings over 20 years of experience to this extremely complex field. She’s trained thousands of financial professionals, contributed to several journals and publications and brings a unique legal background to her work.

In this conversation, we go deep into QCDs: how to use them, why you should consider using them, and the most common mistakes many retirees make along the way. If you’re close to retirement age or know anyone who’s over the age of 70, I hope you’ll get a lot of value from this episode.

In this podcast interview, you’ll learn:

What exactly a QCD is and why they’re so overlooked as part of a retirement plan.
How you can still take QCDs if you take the standard deduction.
The most common problems and misunderstandings with QCDs.
Why you should be thinking about QCDs at the beginning–not the end–of each year.Interview Resources

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