Time flies when you are charitably inclined! In 2013 I wrote the article “Should You be Making Charitable Contributions From Your IRA?” highlighting the benefits of utilizing QCDs. Since that time, we have processed thousands of QCDs for clients, helping them optimize their charitable giving while controlling tax and Medicare IRMAA (Income-Related Monthly Adjustment Amount) […]
Year-End Charitable Giving Strategies
As the end of another year approaches, most altruist investors are considering their year-end charitable giving. When focusing on the goal of bestowing a meaningful gift to another person or charity, some careful planning can go a long way to ensure the maximum amount goes to the intended recipient. This planning should take place on […]