Read our Wealth Management Insights publication for the fourth quarter of 2023 titled, “Gifting IRA Funds to Charity and Other Smart Philanthropic and Tax Strategies.” In it, Mary Lago, CFP®, CTFA, reminds readers why bunching charitable contributions might be beneficial, Chris Bixby, CFP®, EA, discusses the implications of choosing standard or itemized deductions on tax returns, and Scott Christianson, CFP®, provides a background on the fundamentals of taxable investing.
Fourth Quarter 2023 Wealth Management Insights: Gifting IRA Funds to Charity and Other Smart Philanthropic and Tax Strategies
