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!
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.
Tracking # 531295
Date and Time
Thu, Feb 08, 2024
6:30p - 7:30p PST