We’re proudly presenting a webinar on Qualified Charitable Distributions (QCDs) and Required Minimum Distributions (RMDs). Please join me in learning QCD basics and RMD Calculations. Find out how QCDs can be a great tax break.

Qualified Charitable Distributions and Required Minimum Distributions Webinar

HOSTED BY: A. Sean Bailey, CFP®

 Date: February 8, 2024

Time: 6:30 pm, Zoom

RSVP: Contact Albert at (425) 252-4032 or

sign up on our events page

(Zoom link will be forwarded once you are registered)

Your friends are welcome!

Disclosures:

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

These are hypothetical examples and are not representative of any specific investment. Your results may vary.

Contributions to a traditional IRA may be tax deductible in the contribution year, with current income tax due at withdrawal. Withdrawals prior to age 59 ½ may result in a 10% IRS penalty tax in addition to current income tax.

A Roth IRA offers tax deferral on any earnings in the account. Qualified withdrawals of earnings from the account are tax-free. Withdrawals of earnings prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Limitations and restrictions may apply.

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