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charitable donation

Required Minimum Distribution: Make a tax-savvy charitable donation.

UncategorizedBy Kristi SullivanNovember 2, 2017

It’s that time of year again. Year-end is coming up and many of my readers will be moving money out of their Individual Retirement Accounts (IRAs) to satisfy the IRS Required Minimum Distribution (RMD).  Whether you need the money to spend or not, the IRS makes those who are age 70 ½ and older take…

Kristi Sullivan, CFP®, is your trusted partner in financial planning. With 27 years of expertise and a commitment to personalized service, Kristi helps clients navigate the complexities of wealth management, retirement planning, and investment strategies.

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