Serving Florida first responders since 1999.

Qualifed Chartitable Donations: A “Win-Win” Approach to Reducing Tax Liability on RMDs

Qualified Charitable Distributions (QCDs) are a direct transfer of monies from your IRA custodian as funds payable to a qualified charity. QCDs may be tallied toward meeting your annual required minimum distributions (RMDs), provided certain stipulations are met. This is a win-win for almost all charitably-minded investors. First, by donating to a charity you do […]

Join our free newsletter.

Get access to our latest insights, market updates, news, workshops, helpful tools, and more – all focused on Florida first responders.

Your information will never be shared with a third party.

By submitting this form, you agree to receive emails from Atantic Wealth Partners, LLC. You can unsubscribe from these emails at any time by using the link at the bottom of every email.

GET OUR FREE GUIDE:

Learn what to look for in a financial advisor with this free guide and companion checklist, designed for first responders.

Your information will never be shared with a third party.

By submitting this form, you agree to receive emails from Atlantic Wealth Partners, LLC. You can unsubscribe from these emails at any time by using the link at the bottom of every email.