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A podcast to help you get an insider’s view of the financial world and escape common investment traps. Each week, we look at the financial news of the day and help you make sense of it so you can relax about money.
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Friday May 06, 2022
Friday May 06, 2022
Knowing the rules about your qualified charitable distributions (QCD) can be complicated or confusing. Today, Paul and Evan talk about some interesting QCD options you might not know about and encourage you to find out if a certain donation will qualify rather than only assuming it will or won’t. Paul encourages you to take advantage of this benefit and make it as impactful as possible.
To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.
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