What The Wealth

Ep #70: RMDs and QCDs with Katie Kavehrad

November 17, 2022 Jonathan Bednar II, CFP Season 1 Episode 70
What The Wealth
Ep #70: RMDs and QCDs with Katie Kavehrad
Show Notes

In order to fully understand qualified charitable distributions, you’ll want to know what required minimum distributions are and how they work. Today we have Katie Kavehrad back on the show to discuss the inner workings of RMDs and QCDs. If you’re retired or approaching retirement age and you want help building your tax planning strategy, the tools talked about in this episode are for you!

You can find show notes and more information by clicking here: https://bit.ly/3USOmqy

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If you or someone you care about could use the help of a financial advisor and sees the value in establishing a financial plan, please reach out to me.

Thanks for Listening!

Jonathan