top of page

 Can I Do A Qualified Charitable Distribution From My IRA?

FLOWCHART

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.

​

To help make the analysis easier, we have created the “Can I Do A Qualified Charitable Distribution From My IRA?” flowchart. This flowchart addresses common issues pertaining to Qualified Charitable Distribution rules, including:

​

  • Age requirements

  • Distribution limits

  • Qualified charitable beneficiaries

  • The effect of account contributions

  • Step-by-step reporting process

​

​

Have any questions? Send us a message and we’ll get back to you within 48 hours.

Thanks for submitting!

Tel: 561-556-6AWM (6296)

  • Facebook
  • Twitter
  • Instagram
  • LinkedIn

Check the background on this Investment Adviser Firm at IAPD.

ADV Brochure | Privacy Policy

© 2023 by Achilles Wealth Management, LLC.

bottom of page