General
QCDs let eligible IRA owners age 70½ or older donate directly from their IRA to a qualified charity, potentially satisfying all or part of an RMD while excluding the eligible distribution from taxable income.
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Schedule a complimentary 30-minute discovery call to discuss your unique situation and financial goals.
Prefer a phone call? Call us: 805-902-4550
For general inquiries: click here.
By providing a telephone number and submitting the form, you are consenting to be contacted by SMS text message and agreeing to our privacy policy and disclaimers. Message frequency may vary. Message and data rates may apply. Reply STOP to opt out of further messaging. Reply HELP for more information.
