The Upcoming Golden Age of Qualified Charitable Distributions?

Trusts & Estates BROUGHT TO YOU BY brought to you by TE-philanthropy.jpg Wealth Planning>Estate Planning The Upcoming Golden Age of Qualified Charitable Distributions? Christopher P. Woehrle discusses the 2022 Secure Act 2.0’s extension of qualified charitable distribution status to split-interest gifts. Resources Trusts & Estates Latest Issue Read the Latest Issue Trusts and Estates Digital Edition Archive Trusts & Estates Digital Edition Archive Subscribe to Trusts & Estates Premium Content Subscribe to Trusts & Estates Premium Content

The Secure Act 2.0 of 2022 (the Act) represents the successful culmination of decades-long advocacy to extend qualified charitable distribution (QCD) status to split-interest gifts. A QCD is an otherwise taxable distribution to a qualified charity from an account (other than a Simplified Employee Pension plan or Savings Incentive Match Plan for Employees individual retirement account) of an individual age 70¹/2 or older. Let’s look at the Act’s primary qualification requirements to grant QCD Subscription Options

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Originally posted on: https://www.wealthmanagement.com/estate-planning/upcoming-golden-age-qualified-charitable-distributions