• Bridget Sullivan Mermel CFP(R) CPA

QCD: Qualified Charitable Distributions can save you money on taxes

Bridget Sullivan Mermel CFP(R), CPA and John Scherer CFP(R) discuss taking Qualified Charitable Distributions (QCD)s from IRAs. This is a technique that they are both using more in their practices to help people save money on taxes while giving money to charities. Tune in to understand how retirees can save money while making their Required Minimum Distributions.


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