Charitably inclined clients who are age 70.5 or older may benefit from making a Qualified Charitable Distribution from their IRA (excluding Roth IRAs). This is a popular way for clients to support their favorite charities while reducing their AGI. The decision and procedure to carry out this strategy can be complicated.

It’s good to give back. Check out this guide to helps you identify opportunities and model outcomes in order to optimize the impact of your charitable gifts.