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Wealth Advisors | Greg Young
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Daily Archives: October 19, 2022

Greg Young

Last Call: Don’t Miss QCD Opportunity

2nd Half (Retirement) Planning, Greg's BlogBy Cathy MartinOctober 19, 2022

We’ve now begun the fourth quarter of 2022 and for those of you 70 1/2 or older, you should be strongly considering using the second-best provision in our tax code: The QCD (Qualified Charitable Distribution). Your gifts must be received before the end of the year, here’s how it works.   Not 70 1/2 yet?…

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