Tuesday, December 23, 2014

Why retirement plans can make a sudden impact on the tax returns - End-of-Year Charitable Giving Strategies

Qualified retirement plans are an excellent charitable asset for clients who don't need the income or want to modify their required minimum distributions (RMDs) because of taxation. One of the newest strategies waiting for President Obama's signature is the Charitable IRA rollover, which allows direct RMD giving to a IRS approved non profit or charity. There are several qualified plan giving strategies that can yield significant tax savings, generate income and, with the middle class, potential tax free Social Security benefits. This episode addresses the use of qualified plan giving as a tax saving strategy. Syndicated financial columnist and talk show host Steve Savant interviews financial authors and speakers Mike Kilbourn, CLU, ChFC and Ron O'Dell, CFP on end of the year charitable planning for 2014.

About Steve Savant

Steve Savant

As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.

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