#12DaysofChristmas – IRA Charitable Rollover

We are beginning a new year with a new tax plan that might impact your charitable gifting strategy













Due to higher standard deductions beginning in 2018, many taxpayers will be less likely to itemize deductions. While that is not necessarily a bad thing, it could require alternative strategies to minimize your tax burden. This is where the IRA distribution known as a Qualified Charitable Distribution (QCD) might be able to help.

Comments


Contact

We're ready to assist you

If you are looking ahead to how you can best invest your money for the future, our advisors would be happy to talk with you.

Contact us today