WEBINAR: Tax Planning: RMD’s & QCD’s – Alphabet Soup! Baltimore-Washington Financial Advisors invite you to an interactive Tax Planning workshop discussing the ABC’s of RMD’s & QCD’s! WEBINAR AUGUST 8, 2024 11:45 AM – 1:00 PM 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) PRESENTER: LAWRENCE M. POST CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor We hope you can join us! Sincerely, Robert G. Carpenter President & CEO BWFA is a Fee-Only/Fiduciary Advisor. For questions or help registering, please contact Cortney Caronna, Marketing Associate | emailus@bwfa.com | 410-461-3900
