
Tax Traps When Donating From an IRA
If you’re over 70½, you can make a charitable donation directly from an IRA. But Rob West warns be careful not to get caught in a tax trap. There are a few traps to look out for, but being generous is a great thing to be and do.
Audio is streamed directly from the publisher (afp-942750-injected.calisto.simplecastaudio.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
If you’re over 70½, you can make a charitable donation directly from an IRA. But Rob West warns be careful not to get caught in a tax trap. There are a few traps to look out for, but being generous is a great thing to be and do.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.