
May 12, 2023
Retirement plans to charity: Understanding the “trifecta” of tax benefits
Over the last few months, many advisors have noticed an uptick in client inquiries about leaving their IRAs and other retirement plans to charity. It likely has a lot to do with the buzz about Qualified Charitable Distributions (QCDs), which allow those who’ve reached the age of 70 ½ to direct up to $100,000 annually […]
Read Post