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Case Study: Qualified Charitable Distributions
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Manage episode 387772855 series 12842
Text us your financial questions!
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Giuliana Barbagelata, CFP® to provide advice for a couple of investors who are fortunate enough to not need all their required minimum distributions from their retirement accounts for living expenses. D.J. and Giuliana explain how they can direct that money to their favorite charitable organization and the tax benefits of doing so.
Read the Article: https://www.henssler.com/maximizing-philanthropy-and-minimizing-tax-with-qualified-charitable-distributions
760 odcinków
Fetch error
Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on May 28, 2024 15:33 ()
What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Manage episode 387772855 series 12842
Text us your financial questions!
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Giuliana Barbagelata, CFP® to provide advice for a couple of investors who are fortunate enough to not need all their required minimum distributions from their retirement accounts for living expenses. D.J. and Giuliana explain how they can direct that money to their favorite charitable organization and the tax benefits of doing so.
Read the Article: https://www.henssler.com/maximizing-philanthropy-and-minimizing-tax-with-qualified-charitable-distributions
760 odcinków
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