qualified charitable distributions

What Investors Need to Know About the SECURE 2.0 Act of 2023 | Ep 163

January 11, 2023

The Consolidated Appropriations, or SECURE 2.0 Act of 2023 provides some changes in the functions of ROTH accounts, 401K plans, and mandatory distributions from your retirement accounts. In this week’s episode of Grow Money Business,…
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Top Strategies for Tax-Efficient Charitable Giving | Ep 58

January 6, 2021

The year 2020 has been an extremely challenging year for a lot of people, businesses, and organizations. Therefore, this is also a time when charitable organizations may need help from donors more than ever….
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