Tax Planning Opportunities for Charitably Inclined IRA Owners

Recent tax law changes have created both planning challenges and opportunities for owners of IRAs looking to maximize the after-tax value of their legacy. For IRA owners over 70½ who are philanthropically inclined, Qualified Charitable Distributions (QCDs) often provide the most tax efficient way of funding charitable goals.

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Bill Laird, CFA, CFP®
Co-Chief Investment Officer | Dixon Hughes Goodman Wealth Advisors LLC

James Baley, JD/CPA
Financial Advisor | Dixon Hughes Goodman Wealth Advisors LLC

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