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Executive Summary As the most aggressive interest rate-hiking cycle in recent history seemingly nears its final stages, economic activity is better than expected, bond markets are providing the opportunity to construct portfolios that generate higher yields, and equity markets are near all-time highs.

Brian Kuhn CFP®, CLU®, Senior Vice President and Financial Advisor at Wealth Enhancement Group was quoted by AARP in “Is a Robo-Adviser Right for Your Retirement?​”

Brian Kuhn CFP®, CLU®, Senior Vice President and Financial Advisor at Wealth Enhancement Group was quoted by AARP in “Is a Robo-Adviser Right for Your Retirement?​”

In our practices, we often have older clients who have built a substantial balance in their qualified accounts such as traditional IRAs or 401(k) plans. In many cases they don’t need to take income from these accounts when they reach age 73, the new start date for taking required minimum distributions (RMDs).

In this segment of CBS 4 Your Money, Dustin Smith CFP®, ChFC®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group discusses how seniors who must take required distributions from their IRAs may be able to benefit from a special tax provision for qualified charitable distributions (QCDs).