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Schedule a Consultation 410.461.3900

WEBINAR: Tax Planning: RMD’s & QCD’s – Alphabet Soup!

 
Greetings!
 
Baltimore-Washington Financial Advisors invite you to an interactive Tax Planning  workshop discussing the ABC’s of RMD’s & QCD’s!
 
Webinar
Tuesday, October 4, 2022 from 11:45 AM to 1:00 PM EDT
 
TOPICS WILL INCLUDE:
  • What is an RMD & QCD?
  • Who is required to take RMDs?
  • What happens if I am still working and contributing to my retirement plan?
  • When can I use QCDs?
  • Advantages of a QCD over direct charitable contributions.
  • What are the limitations on charitable contributions using QCDs?
  • Can I use my RMD as a QCD?
  • Estate advantages to using QCDs or taking out more than my RMD.
  • Can I roll my RMD into a Roth IRA? (Roth Conversion)
PRESENTERS:
Managing Director, Wealth Management
& Executive Manager
CPA, MST, CFP®, CIMA®
Senior Tax & Planning Advisor
We hope you can join us!
Sincerely,


Robert Carpenter

President and CEO

BWFA is a Fee-Only/Fiduciary Advisor.

For questions or help registering please contact,

Cortney Caronna | Marketing Associate | BWFA | emailus@bwfa.com | 410-461-3900

BWFA is proud to offer several webinars every week on a variety
of financial topics as well as lifestyle and wellness topics.
Webinars are complimentary and are easily accessed through Zoom.
 
Feel free to forward this email to your friends and family who may be interested

as well, they can virtually participate from anywhere in the world!
 
Additionally, if you’d like to schedule a complimentary consultation via
phone or Zoom, please email Cortney Caronna at ccaronna@bwfa.com.
 
View and signup for Upcoming Webinars at the link below.
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