A weekly recap of the best content published by rockstar AGC members around the world.
Quote of the Week
“Overall, the Qualified Charitable Distribution is a useful tool. You may never want or need to use this strategy, but you never know. The primary line of defense against RMDs is going to be dialing in your income and utilizing Roth conversions.
However, everyone’s situation is different. If you’re up against a 50% penalty, having additional options like the QCD is super helpful!” (Clint Haynes)
Articles
4 Retirement Account Options Retirees Should Know – Finger Financial Five #85 (Jeremy Finger)
Qualified Charitable Distribution As A Required Minimum Distribution? (Clint Haynes)
Podcasts
Agent of Wealth Podcast – Stacked: Your Super-Serious Guide to Modern Money Management With Emily Guy Birken (Marc Bautis)