Charitable Giving

Do you want your legacy to be helping those less fortunate than you? There are many ways to accomplish this, including making your charitable gifts from your IRA (which has the benefit of counting as your current year required minimum distribution and is not taxable to you).

Also, by properly structuring the beneficiaries of your accounts, you can make it so your heirs inherit your tax-efficient assets and a charity inherits part or all of your taxable IRA assets, thereby maximizing your donation and avoiding significant taxes.