A Tax Break Worth the Hassles

The 2017 tax overhaul changed the landscape for charitable deductions, leaving millions without key tax benefits for their donations. However, a growing group of seniors can still enjoy significant advantages from their charitable contributions, despite some hassles. Find out how seniors are navigating this new tax landscape to make the most of their charitable giving.

Enjoy this complimentary download:

By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products.

Source Article: https://www.wsj.com/personal-finance/taxes/qcd-ira-qualified-chartiable-distribution-dc3c9a96?mod=taxes_news_article_pos1

Our firm is not affiliated with the U.S. government or any governmental agency. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. Investing involves risk, including the potential loss of principal. Any references to protection benefits, safety, security, and lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified tax professional for guidance before making any purchasing decisions. Our firm is not affiliated with the U.S. government or any governmental agency. This material is intended to provide general information and is believed to be reliable, but accuracy and completeness cannot be guaranteed. Investment advisory services made available through AE Wealth Management, LLC (AEWM). AEWM and Gregory Ricks & Associates are not affiliated companies. 02026183 – 10/23