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Guest Blog – 5 Gift Options for Tax Savvy Charitable Planning

February 17, 2021 By Shakespeare

5 Gift Options For Tax Savvy Charitable Planning

      By Lauren Iwema, CAP®, Senior Advisor, Charitable Estate Planning for the American Heart Association Maybe you’re charitably minded or perhaps you have a tax situation such as a high-income year from selling a business or property? Then consider five ways to make a charitable gift. One thing is clear in working with […]

Filed Under: Tax Planning Tagged With: AGI, american heart association, appreciated stock, assets, beneficiary, charitable, donations, immediate tax deduction, ira charitable rollover, lauren iwema, non-cash assets, qcd, qualified charitable distribution, real estate, stimulus bill, Tax Savvy, tax situation

Benefits of Donating to Charity Using Your Retirement Assets

February 3, 2021 By Kevin Reardon

Blog Benefits Of Donating To Charity Using Your Retirement Assets

By Kevin Reardon, CFP® How can you use your retirement assets to lower your taxes and make a difference in the world? Make a tax-free Qualified Charitable Distribution (QCD) gift from your IRA to the charity(ies) of your choosing. This will lower your taxable income AND provide support to organizations that are making the world […]

Filed Under: Kevin Reardon, Tax Planning Tagged With: age 70-1/2, cfp, charitable, charity, distribution form, financial advisor, kevin reardon, lower taxes, make a difference, qcd, qualified charitable distribution, Required Minimum Distribution, retirement account, retirement assets, RMD, Shakespeare Wealth Management, tax preparer, tax-free gift, taxes

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Pewaukee, WI 53072
262-814-1600

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