It’s the end of the year and you know what that means — it’s time to make year-end plans for your charitable contributions. Here’s a strategy that you may not have thought about: directing a Required Minimum Distribution (RMD) to Senior Concerns.
Watch the short video below to learn about the basics of an RMD.
Get more details about an RMD here.
If you have any questions about an IRA charitable rollover gift, please contact us. We would be happy to assist you and answer any questions you might have.