Retire with the AldensRetire with the Aldens

Breaking Down QCDs and the 72T Rule

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Retire with the Aldens

We know we’re supposed to be getting ready for retirement, but it’s so complicated that we’re not sure how! Whether you are investing to build wealth, 
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Gary Alden discusses Qualified Charitable Distributions (QCDs), Social Security benefits for divorced individuals, and the 72T rule for early withdrawals from retirement accounts. He emphasizes the importance of understanding these financial tools to maximize tax savings and benefits, and the necessity of consulting with financial advisors to navigate the complexities of these regulations.

To schedule a complimentary financial plan with Kingwood Investment Group visit thekig.com

Gary Alden and Christopher Alden of Kingwood Investment Group have years of experience and personalized services focused on your needs, wants, and long-term goals. They have helped clients with retirement planning, personal finances, taxes, estate planning, wealth management, and so much more. Listen as Gary and Christopher cut through the confusion of retirement on ‘Retire with the Aldens’ every week!

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Retire with the Aldens

We know we’re supposed to be getting ready for retirement, but it’s so complicated that we’re not su 
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