Do you know anyone with an IRA who is over 70.5 and charitably inclined? QCDs (Qualified Charitable Distributions) are useful tools to transfer funds to charity out of an IRA without triggering taxable income. QCDs can also be used in connection with RMDs (Requirement Minimum Distributions) for IRA owners age 73 or older and beneficiaries of inherited IRAs of any age. This presentation will give you some basic details and resources to research the subject further.   

Julie Jason, JD, LLM, developed her views on financial services over a lifelong career in law and management, starting out on Wall Street as a lawyer after earning her LLM from Columbia University. More than twenty-five years ago, Jason founded her own Investment Counsel firm—Jackson, Grant, Investment Advisers, Inc. of Stamford, CT, a fiduciary boutique—where her team manages personal portfolios for high net worth families. A proponent of financial literacy, Ms. Jason writes for a broad audience of every financial means. Her award-winning weekly investor education column, which celebrated a 1,000 column milestone in 2017, is syndicated by Andrews McMeel and is published locally in the Greenwich Time each Sunday and in a number of other Hearst newspapers.

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Yang Wang
203-622-7924
ywang@greenwichlibrary.org