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Wealth Advisors | Greg Young
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Daily Archives: March 15, 2016

investment decisions

Consider an IRA Charitable Rollover

2nd Half (Retirement) Planning, IRAs, TaxesBy Greg YoungMarch 15, 2016

If you want a tax break and want to help a non-profit, this may be a good move. Have you ever wanted to make a major charitable gift? Would you like a significant federal tax break in acknowledgment of that gift? If so, an IRA charitable rollover may be a good financial step to take.…

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