Are you taking required minimum distributions from your IRA? At the same time do you gift to charity? If so, you can gift up to $100,000 of your required minimum distributions without having to show this as income! Find out how today!
Author: Brett Fry
Brett is the Managing Director of our office in Dallas, TX. In his current role, Brett oversees all aspects of client relationships whether that be creating financial plans, managing investment portfolios, or coordinating tax, estate, or insurance strategies with other professionals in this network. Brett's expertise in portfolio management, planning for the sale of a business, managing concentrated stock positions and helping young professionals accumulate wealth enables him to guide clients through their continuously changing financial decisions. View all posts by Brett Fry