Charitable Planning: Managing Your Required Minimum Distribution, January 15

Did you know retirees must begin withdrawing from their retirement accounts following the year they reach 70.5 years old? This withdrawal is called a required minimum distribution (RMD). At this workshop, you can learn how to leverage your IRA to make tax-deductible charitable contributions, even if you don’t itemize on your taxes anymore.  The strategy is called a Qualified Charitable Distribution (QCD).

The workshop will be led by Darren Leader, Director of Financial Planning and research at Simmons Capital Group.

Wednesday, January 15, 12:30pm-2:30pm
Community Loan Fund of the Capital Region
255 Orange Street, Albany, NY 12210

Free parking is in lot adjacent to the building.

Lunch will be provided!

To register for this free workshop, click here.