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Case Study: Qualified Charitable Distributions

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Manage episode 387772855 series 12842
Content provided by Henssler Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Henssler Financial or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.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

825 episoade

Artwork
iconDistribuie
 
Manage episode 387772855 series 12842
Content provided by Henssler Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Henssler Financial or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.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

825 episoade

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