Qualified charitable distributions

What are qualified charitable distributions?

December 18, 2023

you can use your retirement savings to benefit the charities and causes you care about. We explain how qualified charitable contributions (QCDs) work. “

6 ways to think about charitable giving

November 20, 2023

We love when clients tell us they’re looking to share their wealth by giving back. Of course, after we ask about what good you want your money to do, our

Charitable giving can have a big financial impact on both the recipient and the donor. We look at six ways to incorporate charitable giving into your financial plan.

Planning for RMDs

January 17, 2023

At Quorum, we want our clients to understand all of the potential sources of income they’ll have available in retirement. This often opens discussions about required minimum distributions (RMDs) and

For retirees with multiple sources of income, it’s important to get strategic about required minimum distributions (RMDs) and how they fit into your overall plan.