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Qualified Charitable Distributions (QCDs) — Strategy Refresh
Qualified Charitable Distributions (QCDs) are a powerful tax-planning tool for clients who are 70½+ and want to support charities while reducing taxable income. With changing retirement timelines and evolving tax environments, it’s worth revisiting how we think about QCDs in 2026. 💡 Why QCDs matter: They allow IRA owners…

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