Tag: qualified charitable distribution

Charitable Giving Strategies In Retirement

“Don’t do that. That’s the worst way to do it.” What was I talking about?  Charitable giving. My client was writing checks to his church directly from his personal account. Admirable, but he was doing it with after-tax income when he had several better options available. These alternatives would benefit the church just as much…
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avoid paying taxes on 401k withdrawals

Can I Avoid Paying Taxes on 401k Withdrawals?

Many retirees plan to use a 401k to create income. Asking how to avoid paying taxes on 401k withdrawals is a great question. Here are some ways you can avoid or defer taxes on a 401k withdrawal.