Distribution Strategies
SECURE Act 2.0 Allows QCDs of $50,000 to Split-interest Entity
By Denise Appleby SECURE Act 2.0 allows a one-time election to make QCD to a split-interest entity. Subject to a $50,000 aggregate limit. Prior to
By Denise Appleby SECURE Act 2.0 allows a one-time election to make QCD to a split-interest entity. Subject to a $50,000 aggregate limit. Prior to
By Denise Appleby Sometimes clients need retirement funds before 59½, but breaking any of the governing rules for 72(t) payments will mean paying taxes waived
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