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/
Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire With Peace of Mind.