IRA Distributions And Life Insurance
18 de ago. de 2023 ·
27m
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Descripción
In this week's episode host Jon Heischman how to cut your tax bill from the "Jobs Act" which doubled the standard dedcution beginning in 2018. This caused a dramatic decrease...
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In this week's episode host Jon Heischman how to cut your tax bill from the "Jobs Act" which doubled the standard dedcution beginning in 2018. This caused a dramatic decrease in the number of people filing itemized deductions and the unintended consequence of a reduction in chartiable gving,
But if you an IRA owner 70.5 or older, you can give without itemizing and still get the tax break through a Qualified Chartaible Distribution (QCD). Jon goes into deatil on this and life insurance related distributions as well.
You can call Jon after the show with questions and comments at (614) 861-7055. Visit www.heischmanfs.com/
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But if you an IRA owner 70.5 or older, you can give without itemizing and still get the tax break through a Qualified Chartaible Distribution (QCD). Jon goes into deatil on this and life insurance related distributions as well.
You can call Jon after the show with questions and comments at (614) 861-7055. Visit www.heischmanfs.com/
Información
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