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 maximize the impact of their charitable gifts and minimize their taxes.

Don’t worry! It’s easy to do it right once you’re in the know.

We shared our tips on how to complete your tax return properly with veteran financial writer Kim Lankford of Kiplinger’s magazine.

You can check out our helpful tax hints and read the complete article here.


About Mari Adam

Mari Adam, Certified Financial Planner™ has been helping individuals and families chart their financial futures for over twenty-five years. Have a question about your financial situation? Ask Mari!

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