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Qualified Charitable Distributions

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Looking to reduce your tax liability while giving back to the community? The new Secure Act 2.0 offers a unique opportunity to make a one-time maximum transfer of $50,000 to qualified charitable gift annuities (CGAs) or charitable remainder unitrusts/annuity trusts (CRTs) as part of your qualified charitable distributions (QCDs).

At DimovTax, we understand that navigating this new QCD can be confusing. That’s why our team of tax experts is here to help you take advantage of this opportunity while staying compliant with all regulations.

It’s important to note that the transfer is one-time only, and only the IRA owner and/or their spouse may receive payments from the CGA or CRT funded by the new QCD. However, this can count towards your overall $100,000 QCD maximum annual limit (indexed for inflation beginning in 2024).

Don’t miss out on the chance to create life income plans and take control of your financial future. Contact DimovTax today to learn more about how we can help you maximize the benefits of the new Secure Act 2.0 QCD.

Need help with Qualified Charitable Distributions?

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