Retirement Planning Education, with Andy Panko cover image

#177 - 2025 year-end tax planning tips and items to consider

Retirement Planning Education, with Andy Panko

00:00

Qualified Charitable Distributions (QCDs) Best Practices

Andy defines QCDs, eligibility rules, how they must be processed, and why QCDs are tax‑efficient for those 70½ and older.

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