Below you'll find a list of all posts that have been categorized as “Charitable Giving”
Mike Pazera, CFP ®PAZERA CAPITAL MANAGEMENT, INC. Joe Eckelkamp, CPAOLIVER THORNBURG CPAS In our over four decades as an RIA, we’ve seen a multitude of strategies to optimize wealth and tax positions. One of the most effective yet underutilized tools for those aged 70½ and above is the Qualified Charitable Distribution (QCD). QCDs present a unique opportunity to marry philanthropic desires with tax-efficient retirement …
Americans—especially the affluent—are some of the most charitable people in the world.* Chances are, you use some of your wealth to support favorite causes or organizations that are important to you. But those contributions may not be having as big an impact as they could—and it’s possible you’re missing out on some valuable charitable tax benefits that could help both …
