Charitable Giving Insights

Michelle Soto

Partner

Charitable Giving

What the SECURE Act Means for Qualified Charitable Distributions

October 12, 2020   -   The repeal of the age limit cap on traditional IRA contributions and the addition of the anti-abuse provision has complicated the QCD process.

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Jonathan Taylor

Partner

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Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.