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Center For Legacy

Tools to develop a spiritual and financial legacy

Qualified Charitable Distribution

By J. Randall Gladden • Tuesday, September 19, 2023

Some seniors would prefer not to take some or all of their required distribution from their retirement accounts and face the associated tax impact. Appropriately utilized, many can meet the requirements, while reducing their tax burden and positively impacting their favorite ministries. Let's use all of the tools available to us. This strategy is only available for residents & organizations in the USA!