Tag: qualified charitable distribution

Qualified Charitable Distribution 2025

The Hidden Retirement Giving Strategy That Can Cut Taxes This Christmas: Qualified Charitable Distributions 2025

Written by Chris Robinson on . Posted in Ed Slott's IRA Corner, Tax.

How to Give Smarter This Holiday Season: The IRA Strategy Every Retiree Should Know As we enter the holiday season, generosity...

charitable giving, ira charitable giving, QCD 2025, qualified charitable distribution, retirement planning, RMD strategies, SECURE 2.0, tax-efficient giving

Continue reading

“These materials have been independently produced by RFG Wealth Advisory. RFG Wealth Advisory is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. RFG Wealth Advisory provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.”

RFG Wealth Advisory is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training, nor is it an endorsement by the SEC or other regulators. RFG Wealth Advisory only provides investment advisory services in jurisdictions where it is registered or qualifies for an exemption. This website is for informational purposes only and does not constitute legal, tax, or accounting advice. For more information, see our Form ADV and Form CRS, available at the bottom of this page.

Investment advice offered through RFG Wealth Advisory, a registered Investment advisor. FINRA/SIPC.

Back to Top
Copyright © 2025 RFG Wealth Advisory. All Rights Reserved.