Insights

Posted on May 29, 2019

The Week Ahead: May 29, 2019 – Are your investment decisions based on evidence or emotion? Have you considered an Ira charitable rollover (aka QCD)?

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If you want a tax break and want to help a nonprofit, this may be a good move.

Have you ever wanted to make a major charitable gift? Would you like a significant federal tax break in acknowledgment of that gift? If so, an IRA charitable rollover might be a good option.

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