How Much Should You Keep in an IRA for Charity?

A viewer (@BenJimenez-n3p) asked us for the "fair amount" to keep in a Traditional IRA for charitable giving.

The answer lies in one of the most powerful tax tools for retirees: the Qualified Charitable Distribution (QCD). It allows you to give up to $105,000 (for 2025) directly from your IRA to charity, tax-free.

The right amount for YOU depends on two key factors: your annual giving goal and your projected RMDs. Learn the framework to find your perfect number in our full episode.
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Investment advisory services offered through Modern Wealth Management, LLC, a investment adviser registered.

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.

Видео How Much Should You Keep in an IRA for Charity? канала America's Wealth Management Show