The first step in plotting a successful retirement is to make sure you are using the best advisory model and planning process. Listen to Chip Addis explain how to get started now, on the right foot!
Qualified Charitable Distributions (QCDs): Maximize Your Giving While Minimizing Taxes
September 11, 2024
Learn how Qualified Charitable Distributions (QCDs) can reduce your taxable income while supporting your favorite charities. Perfect for retirees looking to maximize their retirement savings.
