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qualified charitable distribution
Fund a gift of charitable life insurance with a QCD from your IRA

Amplify a charitable gift by investing your QCD in charitable life insurance

Life insurance is an excellent tool for making charitable gifts, and funding it with a QCD makes it simple and easy.
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John Tetzloff, Advanced Case Specialist, provides expert estate planning advice

Most Frequent Questions About Retirement: When do I have to take an RMD?

It’s not surprising that people across the life spectrum tend to have the same concerns. When I sit down with folks to talk about their finances, they often ask the same questions. Here are some of the most frequent questions I hear and how I answer them.
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