What are qualified charitable distributions?
you can use your retirement savings to benefit the charities and causes you care about. We explain how qualified charitable contributions (QCDs) work. “
6 ways to think about charitable giving
We love when clients tell us they’re looking to share their wealth by giving back. Of course, after we ask about what good you want your money to do, our next question is: How can we make sure this gift goes as far as possible and maybe benefit you financially as well? Done well, charitable […]
Planning for RMDs
At Quorum, we want our clients to understand all of the potential sources of income they’ll have available in retirement. This often opens discussions about required minimum distributions (RMDs) and the role they play in a retiree’s income strategy. It’s a particularly relevant conversation for 2023, as Congress recently updated the rule around when retirees […]
