New Tax Law Makes QCDs More Powerful Than Ever (Lower MAGI & Keep Deductions)
New Tax Law Makes QCDs More Powerful Than Ever (Lower MAGI & Keep Deductions)
📘 Download our Tax-Smart Retirement Workbook to see how this fits into your plan: https://bocaretirement.com/retirement...
The new One Big Beautiful Bill Act changed retirement tax planning — and most retirees are missing the biggest opportunity: Qualified Charitable Distributions (QCDs).
In this video, Hunter Brockway of Boca Retirement Strategies explains how QCDs can help retirees lower MAGI, preserve deductions, reduce IRMAA risk, and give more tax-efficiently under the new tax law.
While headlines focus on tax brackets and SALT deduction changes, the real strategy lies in keeping income off your tax return entirely. If you're age 70½+, QCDs may now unlock:
✔ Lower taxable income ✔ Protection of senior deductions ✔ Preservation of SALT benefits ✔ Reduced Medicare IRMAA surcharges ✔ Smarter charitable giving
This strategy could be one of the most powerful retirement tax moves available right now.
📩 Questions? Email: [email protected]
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