Considerations for planning to meet your philanthropic goals Qualified Charitable Distributions (QCD) are a valuable tax planning technique for individuals over age 70.5 to meet their philanthropic goals, utilizing a less estate tax efficient asset. The Secure 2.0 Act of 2022 (SA 2.0) made two notable adjustments to the RMD rules favorable to the taxpayer. … Continue reading Qualified Charitable Distribution Rules Altered by Secure 2.0 Act of 2022