S3: Episode 4 – An Introduction to Qualified Charitable Distributions & Required Minimum Distributions

Finance, Financial, Financial Planning, Insurance, Retirement, Taxes, Uncategorized

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This season we want to bring on our clients and share some of their stories of giving.

In this episode, Stephen Stricklin is joined by his client Bob. Bob and his wife Charlene are one of Wise Wealth’s clients involved in charitable giving. Stephen provides an overview of how qualified charitable distributions (QCDs) and required minimum distributions (RMDs) work in relation to charitable giving. Bob shares some of his personal stories about giving and how QCDs & RMDs tie into the overall conversation.

Stephen & Bob discuss:

  • Individual retirement accounts (IRAs), qualified charitable distributions (QCDs), and required minimum distributions (RMDs) and how they work
  • Bob shares his experiences dealing with IRAs, QCDs, RMDs and charitable giving
  • Why Bob and his wife Charlene take advantage of qualified charitable distributions
  • And more

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