Hilltop Views: Case Study - Qualified Charitable Distributions

Chris shows how making Qualified Charitable Distributions (QCDs) from an IRA can be a tax-smart way to donate to charities in retirement. If you’re over age 70.5, have an IRA, and want to donate to charities, consider QCDs as a way to minimize your taxable income and maximize your charitable giving! As always, talk with your financial and tax advisor.

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Hilltop Views: Case Study - Donor Advised Funds

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Elections & Investments: Three Common Misconceptions