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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The content in this article is for informational purposes only and does not constitute investment advice or an offer to buy or sell any security. The information in this article is believed to be accurate as of the time it is distributed and may become inaccurate or outdated with the passage of time. You should contact your financial advisor or CPA professional before making any tax or investment-related decision. Past performance does not guarantee future results. All investments may lose money.

CONTRIBUTORS

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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