Tax Traps When Donating From an IRA

17/06/2025 1 min Episodio 473
Tax Traps When Donating From an IRA

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Episode Synopsis

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.