| Baltimore-Washington Financial Advisors invites you to an interactive tax planning workshop exploring the fundamentals of Required Minimum Distributions (RMDs) and Qualified Charitable Distributions (QCDs). Learn how these rules impact retirement income, charitable giving, and tax planning strategies.
WEBINAR
JULY 7, 2026
11:45 AM – 1:00 PM
TOPICS WILL INCLUDE:
- Understanding RMDs and QCDs
- Who is required to take RMDs
- RMD considerations for individuals who are still working
- When QCDs may be used and their potential advantages
- Limitations on charitable contributions using QCDs
- Using an RMD as a QCD
- Estate planning considerations related to QCDs and excess distributions
- Roth conversions and whether RMDs can be converted to a Roth IRA
PRESENTERS:
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