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NEW LAW: No Required Minimum Distributions in 2020!
As a part of the CARES Act, Congress has temporarily eliminated most required minimum distributions (“RMD”) from retirement plans during 2020. Check with your financial advisor to see how this might affect you. Even without an RMD, a QCD remains a great way to make tax advantageous contributions. Learn more about the CARES Act.
Here is a tax-smart way your giving can make an impact to Episcopal’s innovative approach to curriculum which provides an educational experience unlike any other. The IRA charitable rollover (also called the Qualified Charitable Distribution or QCD) is a great way to make a tax-free gift to Episcopal High School and satisfy your required minimum distribution.
1. Do I qualify?
2. Benefits of an IRA Charitable Rollover Gift
3. How can I make a charitable IRA rollover?
Please fill in your email and/or phone number if you would like to speak to someone to learn more about this tax-smart giving option.