Tax-Free Charitable RMD

Hi, Chris Nowack with ideas for improving your investments.

If you’re required to take a minimum distribution from your IRA, you have the option to make that distribution tax free by directing it to the qualified charity of your choice*. Up to $100k per year per taxpayer. This can be a great way to manage taxes in retirement for donations your going to do anyway.

A one-on-one appointment with me is free. Or come meet me at one of my free workshops and learn ways to improve retirement income, mitigate taxes in retirement, or maximize your Social Security.

* Source: Tax Center, RMD Charitable Tax Break Becomes Permanent

Let’s talk and discover ways to improve your investments and retirement!

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