Case Study: Qualified Charitable Distributions

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Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Giuliana Barbagelata, CFP® to provide advice for a couple of investors who are fortunate enough to not need all their required minimum distributions from their retirement accounts for living expenses. D.J. and Giuliana explain how they can direct that money to their favorite charitable organization and the tax benefits of doing so.

Read the Article: https://www.henssler.com/maximizing-philanthropy-and-minimizing-tax-with-qualified-charitable-distributions