QCD Archives - F5 Financial

Financial Freedom Tips (Video) – Qualified Charitable Distribution

By Josh Duncan | July 26, 2019 |

A QCD can be a win-win for both you and your favorite charity. In this 5-minute video, Josh Duncan explains how QCDs work and the tax benefits—as well as the rules you need to know and the mistakes to avoid.

10 Things You Need to Know About 2018 Qualified Charitable Distributions

By Curt Stowers | November 30, 2018 |

Required minimum distribution, retirement planning, ira contribution, charitable, qualified charitable distribution, QCD, dfa info, F5 financial, f5 financial planning, long-term investing, naperville financial, naperville financial planner

Ed Slott publishes one of the very best resources on the internet when it comes to IRAs. Today we highlight his recent insights on QCDs.