Tax Tips in 10 or Less Ep. 46

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What is a QCD? Qualified Charitable Distributions
https://youtu.be/vpdl1ZUlcNc?si=_TBI7CboNi9bFMtc 

7 Reasons NOT to Convert to a ROTH IRA
https://youtu.be/ajbi8hkakn4?si=HJultk0gJRDwG_Oy 

Making the Most of Catch-Up Contributions
https://youtu.be/ng129TKYiEQ?si=8Dste3S8NeuUcyKG 

What are the Rules for RMDs on Inherited IRAs?
https://youtu.be/43TvJ4lkyMk?si=5xd8tSHXzIibmA5M 

Mega Backdoor Roth Strategy
https://youtu.be/eEKbnn8svQ8?si=EDoDAlFGKFQm9goO 

Sources:
Annual QCD Limits for 2025 (IRS)
 https://www.irs.gov/newsroom/give-more-tax-free-eligible-ira-owners-can-donate-up-to-105000-to-charity-in-2024 

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The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.