10 Things Anyone Considering a QCD Should Know

Givers and getters can benefit from this charitable giving tax strategy by donating their RMDs, but there are several rules that you need to follow.

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Maybe you didn’t pay much attention to all the ramifications of the tax reforms that took effect in 2018. Or maybe you thought you’d wait and see how things actually played out on your tax return before you made any strategic changes.

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This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.

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Scott Staton, Investment Adviser Representative
Founder, Staton Financial Group

Scott Staton is the founder and president of Oklahoma-based Staton Financial Group (www.statonfinancialgroup.com). He is an Investment Adviser Representative and received his Retirement Income Certified Professional designation from The American College.