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Investing Specialists

Clearing Up QCD Confusion

As this strategy becomes more commonplace, so do questions about how to execute it.

Starting with 2018, employing a qualified charitable distribution, or QCD, from an IRA became a more attractive strategy than ever.

The QCD, which allows eligible investors to steer their required minimum distributions into charity and exclude the contribution from income, became a permanent part of the tax code in 2015.

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