What’s a QCD—and Why Taxpayers Need to Know the Answer Now

Buckingham’s Helen Modly weighs in on qualified charitable distributions (QCDs) from retirement accounts for this Wall Street Journal rundown of what they are, how they work, and, given tax-law changes, the role they can play in tax planning.

 

 

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The opinions expressed by featured authors are their own and may not accurately reflect those of Buckingham Strategic Wealth®. This article is for general information only and is not intended to serve as specific financial, accounting or tax advice.

© 2018, Buckingham Strategic Wealth®

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Helen Modly, CFP®, CPWA®

Helen has an almost insatiable intellectual curiosity and professional energy. She has earned the Chartered Financial Consultant, CERTIFIED FINANCIAL PLANNER™ and Certified Private Wealth Advisor℠ designations. Helen is a prolific writer, and her columns appear regularly in MorningstarAdvisor and Horsesmouth.com. She is recognized as a specialist in retirement income planning and is frequently quoted in publications such as the Wall Street Journal, Forbes, Money Magazine, Business Week and The Washington Business Journal. She enjoys speaking on financial planning and investment topics and has presented at both local and national financial planning conferences, local bar associations and CPA groups.

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