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Case Study: Qualified Charitable Distributions

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Manage episode 387772855 series 12842
Indhold leveret af Henssler Financial. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Henssler Financial eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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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

  continue reading

755 episoder

Artwork
iconDel
 
Manage episode 387772855 series 12842
Indhold leveret af Henssler Financial. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Henssler Financial eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Send us a Text Message.

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

  continue reading

755 episoder

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