Can I Do A Qualified Charitable Distribution From My IRA?

Download Your Copy

A Qualified Charitable Distribution (QCD) occurs when you transfer funds directly from your IRA to a charitable organization to partially or fully meet your required minimum distribution (RMD). These distributions are not taxed as income, assist in meeting your required minimum distribution, and can assist in meeting your charitable goals. You can also download this flow chart for a different view of this strategy.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.

bentoak capital

Start Building Your Legacy

Connect with BentOak Capital today to begin shaping the future you deserve.

Get Started Today