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Podcast: Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Episode: Episode 142: Qualified Charitable Distributions
Description: Join Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management as they meet with JJ Sovinsky, CPA to discuss the benefits of using a qualified charitable distribution (QCD). How does it work, what are the rules, and who should consider taking advantage of a QCD? Learn all of this and more during this episode. Also, learn more about JJ and his team at their website: https://www.sovinskycpa.com/
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Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clie...