Menu
A Qualified Charitable Distribution (QCD) can be a great way to donate to a charity and reduce your tax burden at the same time. QCDs are taken from your Required Minimum Distribution, RMD, which is the distribution you are required to take from your Traditional IRA every year after your turn 73. As part of your financial planning, a QCD could be beneficial to you as well as to community organizations to which you are donating. There are some complicated little caveats that are worth considering. Join us to learn more.
We are pleased to offer this workshop with the Placitas Community Library.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA & SIPC.
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
The LPL Financial representative associated with this webpage may only discuss and/or transact securities business with residents of the following states: Arizona (AZ), California (CA), Colorado (CO), Illinois (IL), Iowa, (IA), Michigan (MI), Missouri (MO), Nebraska (NE), New Mexico (NM), North Carolina (NC), Oregon (OR), Texas (TX).
Ricky P Tredwin. CA Insurance Lic. #OC24309
We work with clients across the country. We are pleased to communicate with you in the ways that are most comfortable and expedient for you — Google Meet, Zoom, Webex, telephone, email or in-person.
Our Relationship Summary Disclosure is available here.
© All rights reserved 2021-2022