Tag Archives | qualified charitable distributions
uncle sam

Don’t Overpay The IRS When Making Charitable Gifts

The one thing people never want to do is overpay Uncle Sam when they file their taxes. Unfortunately, that’s easy to do if you’re reporting charitable gifts made from your IRA (that’s a technique called a QCD or Qualified Charitable Distribution). We have several clients who used this technique last year as a way to […]

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american dream

Helping Students In South Florida Reach Their American Dreams

The American Dream is alive and well! Nadia Rullo, Client Services Associate at Adam Financial Associates, attended the American Dream Summit Luncheon in Fort Lauderdale last Wednesday on behalf of clients who have included this worthy cause in their charitable giving plans. The event is hosted by Broward College Foundation to honor donors who have contributed […]

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charity please give

Giving Smarter: Using Your IRA To Make The World A Better Place

You may be like several of our clients who enjoy making charitable gifts. In the last few months, we’ve helped clients make generous donations to a number of programs benefitting colleges and universities, scholarship programs for working students, and international education organizations. To all of you who have made donations or who have helped good causes […]

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american dream

Getting The Holiday Spirit: How You Can Save Taxes & Support The American Dream

There’s nothing more American than changing your life through the pursuit of higher education. That’s why South Florida’s  Broward College sponsors the American Dream Scholarship fund. It helps needy students cross the finish line to obtain their degree. The program has rigorous requirements, and benefits working, local students who are pursuing a degree in a high demand […]

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Use Your IRA To Support Your Favorite Charity

There’s a clever new way you can have your cake and eat it too. We’re talking about updated tax rules allowing you to gift a portion of your IRA funds to your favorite charity, which will help you feel good and save on taxes, too. Here’s how. If you are age 70 1/2 or older […]

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