THE FISCAL BLUE PRINT

WITH COACH JEFF MONTGOMERY

Episode 63: Alphabet Soup – QCD’s & IRA’s

Here are just a handful of the things that you’ll learn:

In this week’s episode of the Fiscal Blueprint podcast, we are discussing Qualified Charitable Distributions (QCD’s,) which are a way for you to move funds out of your IRA to a qualifying charity, income tax-free. In the tax planning realm, they can be very useful tools and it’s important to understand how to correctly apply them. Check out the full episode for the top 5 rules you should know about QCD’s!

 

Disclaimer: Please do not take advice from me on this show. As a licensed Fiduciary I am only allowed to give advice to clients. So, unless you’re a client I can’t give you advice because I don’t know you. So, think of these as helpful hints and education only. And please before implementing any information or ideas you hear on this show always consult your legal adviser, your tax adviser, and your financial adviser…………. right? that’s just common sense.

 

(0:45) Practical Planning Segment

 

(5:25) Top 5 Rules You should know

 

Final Disclaimer:

“We appreciate you joining us today for this episode of The Fiscal Blueprint.

Be sure to visit fiscalblueprint.com to access the most recent content available including all past shows.

Remember it’s not about the money but about your life!

Having a mindset and living a life of abundance rather than scarcity will change the direction of your life forever!! Enjoy the Journey!!!

“Opinions voiced in this recording are for general information only and not intended to offer specific advice or recommendations to any individual. All performance references are historical and no guarantee of future results. All indices are unmanaged and not available for direct investment.”

Berlin, Maryland ~ Lewes, Delaware ~ Eldersburg, Maryland

 

Fiduciary, Independent, Registered, Investment Advisor Representatives

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