What is Charitable Giving?
Glaser Retirement Strategies has hundreds of calls per year with clients not wanting to take their Required Minimum Distributions (RMD) at age 73. Unfortunately, the IRS requires you to but more and more of our clients are donating their RMD to qualified charities and are receiving a taxable deduction. If you do not wish to donate to a charity, we have a plan that will reimburse your RMD and pay the tax liability, which immediately credits your funds back to you.