ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Golden Rule of Investing
    • Basic Investing Principles
  • Guest Registration
  • Forum
  • Reset Password
  • About Me
    • Archive
    • Contact
You are here: Home / Forum

Forum

  • Forums
  • Members
  • Recent Posts
Forums
ITA Forums
Retirement Topics
Charitable Giving
 
Notifications
Clear all

[Sticky] Charitable Giving

 
Retirement Topics
Last Post by Lowell Herr 7 years ago
2 Posts
1 Users
0 Reactions
1,381 Views
RSS
Forum 1
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 13 years ago
Posts: 730
Topic starter July 12, 2019 12:55 PM  

I just spoke with a TDAmeritrade officer with the Banking Department and he assured me there are two ways one can make a Qualified Charitable Distribution (QCD). 1) Ask TDA to send a check directly to the charity. 2) Write a check on the IRA account and send the check to the charity.

Lowell



   
Quote
Topic Tags
charity giving charitable giving
Forum 1
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 13 years ago
Posts: 730
Topic starter July 12, 2019 12:58 PM  

Should anyone find out different information from their broker, please post the information here on the Forum for all to read and digest.

Lowell



   
ReplyQuote

Leave a reply

Author Name

Author Email

Title *

 
Preview 0 Revisions Save Draft Saved
Forum Jump:
Next Topic  
Topic Tags:  charity (2) , giving (1) , charitable giving (2) ,

Search Blog

Recent Posts

  • Portfolio Diversification: 6 June 2026
  • McClintock Sector BPI Portfolio Update: 5 June 2026
  • Millikan Portfolio Review: 2 June 2026
  • Copernicus Portfolio Review: 26 May 2026
  • Carson Sector BPI Portfolio Review: 22 May 2026
Share:
Forum Information
Recent Posts
Unread Posts
Tags
  • 18 Forums
  • 637 Topics
  • 807 Posts
  • 9 Online
  • 293 Members
Our newest member: Bob
Latest Post: 6/6/2026 Sector BPI Update
Forum Icons: Forum contains no unread posts Forum contains unread posts
Topic Icons: Not Replied Replied Active Hot Sticky Unapproved Solved Private Closed

 Powered by wpForo version 3.1.1

(Visited 42,969 times, 2,913 visits today)

Share this:

  • Share on Facebook (Opens in new window) Facebook
  • Share on LinkedIn (Opens in new window) LinkedIn
  • More
  • Share on Bluesky (Opens in new window) Bluesky

Like this:

Like Loading…

Meta Data

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Search

Recent Posts

  • Portfolio Diversification: 6 June 2026 June 6, 2026
  • McClintock Sector BPI Portfolio Update: 5 June 2026 June 5, 2026
  • Millikan Portfolio Review: 2 June 2026 June 2, 2026
  • Copernicus Portfolio Review: 26 May 2026 May 26, 2026
  • Carson Sector BPI Portfolio Review: 22 May 2026 May 22, 2026
  • Schrodinger Portfolio Review: 15 May 2026 May 15, 2026
  • Franklin Sector BPI Portfolio Review: 12 May 2026 May 12, 2026

Recent Comments

  • Lowell Herr on Portfolio Diversification: 6 June 2026
  • William Tynes on Portfolio Diversification: 6 June 2026
  • Lowell Herr on Portfolio Diversification: 6 June 2026
  • William Tynes on Portfolio Diversification: 6 June 2026
  • Lee Cash on Financial Repression: Part 1
  • Lowell Herr on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1
  • Lowell Herr on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Financial Repression: Part 1
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Portfolio Hedging
  • Franklin Sector BPI Portfolio Review: 20 March 2026
  • Portfolio Hedge: 27 March 2026
  • Franklin Sector BPI Portfolio Review: 14 April 2026
  • Carson Sector BPI Portfolio Review: 25 March 2026
  • Schrodinger Robo Advisor Portfolio Review: 23 March 2026
  • Schrodinger Portfolio Update: 17 April 2026

General Investment News

Portfolios coming up for review.  Kepler, Schrodinger, Bohr and Franklin are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

This blog is free to all who signup as a Guest.

Random Posts

  • Rutherford Portfolio Review (Tranche 2): 19 January 2024
  • Absolute Acceleration
  • Bullish Percent Indicators: 21 April 2023
  • Carson Sector BPI Portfolio Review: 26 September 2023
  • The One Page “Investment Book”
  • Bullish Percent Indicators: 14 June 2024
  • Carson Sector BPI Portfolio Review: 19 March 2025
  • Millikan Portfolio Review: 23 August 2023
  • Carson Portfolio Review: 20 February 2023
  • Buying Guidelines For BPI Model Portfolios: 9 December 2022
  • Copernicus Portfolio Update: 12 February 2026

Log in | Website Design by BOING

Insert/edit link

Enter the destination URL

Or link to existing content

    No search term specified. Showing recent items. Search or use up and down arrow keys to select an item.
      %d