QUALIFIED CHARITABLE DISTRIBUTIONS
If you are charitably inclined and taking mandatory withdrawals from your retirement accounts (also known as Required Minimum Distributions), you may be eligible for a unique financial planning opportunity called a Qualified Charitable Distribution.
The content on this page is meant to serve as an educational guide. To determine if this form of charitable giving could be a good fit for your unique circumstances, we strongly suggest having a conversation with your financial advisor.
If you are not currently a Cassaday & Company, Inc. client, but would like to discuss QCDs or any financial matter further, please click here.
QCD VIDEO PRESENTATION
Please note, this video was created before the CARES Act was passed in 2021. For more details on changes brought on by the CARES Act, click here.
Cassaday & Co.'s former Senior Vice President Mike Carey created a comprehensive educational video presentation to answer frequently asked questions regarding QCDs.
You can watch the video in its entirety, or skip to certain segments by scrolling down to FAQs and clicking on the video associated with the content.