If at the end of tax season you found yourself bitter about how much you had to pay the government, it’s time to learn to be more tax efficient. Tune in to learn which tax practices you want to keep fresh in your head so next year isn’t the same story.
Are you at that age where you need to take those required minimum distributions from your IRA, and feel like you don’t have a good use for the funds? Steve touches on a few options that may benefit you or your heirs.
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This week Steve talks about the advantages of donating to charities without missing out on your full deduction and how to leverage donor advised funds.