Our free webinar featuring Kara Morin, PG Calc’s Director of Client Services, provides in-depth analysis of the requirements and limitations that apply to the new QCD options available in the provisions of the Legacy IRA Act (also known as the Secure Act 2.0) that passed into law at the end of 2022. She reviews other changes in the law that affect the size and timing of some QCD gifts.

Please fill out the form below to view the slides and the recording of this webinar. 

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Photo credit: Darren Halstead on Unsplash