September 25, 2018

What's a QCD? And why you need to know...NOW

What’s a QCD—and Why Taxpayers Need to Know the Answer Now

Thanks to tax-law changes, qualified charitable distributions are more attractive than ever for IRA holders. The new tax law makes a little-known tactic for making charitable donations more attractive for taxpayers with IRAs.

Read the complete article from the Wall Street Journal:  WSJ-What's a QCD-9-24-18.pdf

To schedule an appointment to review your particular situation, please call our office at 703-466-0477.

Securities offered through Triad Advisors, LLC, Member FINRA/SIPC

Advisory Services offered through AMJ Financial Wealth Management LLC

AMJ Financial Wealth Management LLC is not affiliated with Triad Advisors LLC

The information provided for informational purposes only, and does not constitute an offer, solicitation, or recommendation to sell or an offer to buy securities, investment products or investment advisory services. All information, views, opinions, and estimates are subject to change or correction without notice. Nothing contained herein constitutes financial, legal, tax, or other advice. These opinions may not fit to your financial status, risk and return preferences.

 

 

 

Securities offered through Triad Advisors, LLC, Member. For more information, click a link below:
FINRASIPC 
Investment advisory services offered through AMJ Financial Wealth Management LLC

AMJ Financial Wealth Management LLC is not affiliated with Triad Advisors, LLC
lockphone-square