MainStreet Financial Planning

DECEMBER 19, 2022

But what if you could do good for the charity and your taxes at the same time? Charitable donations can lock in tax deductions that will save you money. Having a simple plan and willingness to use alternatives to cash donations can help you lower your tax liability. Bunch donations. Donate directly from your IRA.

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eMoney Advisor

NOVEMBER 29, 2022

If you have a client who’s making cash donations, and they’re age 70 1/2, it’s smarter to make those gifts directly out of the IRA in what’s called a qualified charitable distribution (QCD). That means QCDs can be used in charitable giving strategies before RMDs begin. More on that below.

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Brown Advisory

APRIL 1, 2020

We believe that the current environment offers a number of strategic planning opportunities to improve your financial plan, enhance wealth transfers to heirs or charities, minimize the impact of income taxes and broadly help you advance your progress toward long-term goals. tax code that are not permanent.

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Brown Advisory

APRIL 1, 2020

We believe that the current environment offers a number of strategic planning opportunities to improve your financial plan, enhance wealth transfers to heirs or charities, minimize the impact of income taxes and broadly help you advance your progress toward long-term goals. tax code that are not permanent.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52