Charitable Giving
Qualified Charitable Distributions
- Typical userIRA owners age 70½ or older
- IRS scrutinyGreen
- Sponsors0
Overview
Give directly from an IRA to charity so the amount is excluded from income and can count toward required distributions.
IRS scrutiny
Widely used and generally accepted when the rules are followed.
Sponsors that offer this strategy
None listed yet.
Advisors who offer this strategy
- Allworth Financial Unclaimed SEC-registered investment adviser (CRD 111167) Public record
Education only; not tax, legal or investment advice. Listing here is not a recommendation.