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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

OCTOBER 24, 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)
PRESENTERS:

TOWNSEND HORNOR, JR.

CEPS

Managing Director, Wealth Management & Executive Manager

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