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Website Logomobile logo
  • About Us
    • Who We Are
    • Our Approach
    • New Client Process
  • Our Clients
  • Services
    • Investment Management
    • Financial Planning
    • Retirement Planning
    • Small Business Retirement Plans
    • Wealth Advisory Service
  • Contact Us
  • About Us
    • Who We Are
    • Our Approach
    • New Client Process
  • Our Clients
  • Services
    • Investment Management
    • Financial Planning
    • Retirement Planning
    • Small Business Retirement Plans
    • Wealth Advisory Service
  • Contact Us
img src="QCD-Charitable-Donation-from-IRA-Tax-Savings-Planning-Investing.png" alt="Illustration showing a warm and inviting design with two circles intersecting in the middle. The left circle is yellow with the word
by Matt Ward
Financial Planning
inherited IRA ira QCD Qualified Charitable Distribution Required Minimum Distribution RMD tax planning
July 30, 2024
41 likes

Making a Difference with Your IRA: The Power of Qualified Charitable Distributions

Making a Difference with Your IRA: The Power of Qualified Charitable Distributions   As we journey through life, many of us look for ways to give back to the community and support the causes we c

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charitable-contributions
by Matt Ward
Financial Planning
CFP CPA Financial Advisor financial planning investing Investment Managment QCD Qualified Charitable Distribution tax
February 27, 2024
34 likes

The Advantages of Qualified Charitable Donations: Making a Difference Through Giving

Qualified Charitable Donations (QCDs) offer a unique opportunity for individuals to support charitable causes while enjoying potential tax benefits. By understanding the advantages of QCDs, individual

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