Satisfy your Required Minimum Distribution 
without increasing your taxable income

Required Minimum Distributions can sometimes be large enough to push you into a higher tax bracket; but when the RMD is directed to a charitable organization, it is not added to your taxable income.

This strategy must be put in place before the RMD is distributed or it will still be included in your taxable income. Be sure to allow ample time for the charity to receive the distribution by December 31 to guarantee credit in the proper year.

Further reading:
Check out this article from the  Daily Herald  to learn more.

Contact us at 614-760-1801 to schedule a review to discuss these money saving opportunities with your attorney.

Do you have questions about 
Long-Term Care  or Medicaid 
fo r you or a loved one?

Don't let concerns about your family's assets and having something left to pass on to your children keep you up at night.  We offer support and guidance to adult children and their parents as they consider long-term care options, and help them navigate the Medicaid  eligibility process. 

We are hosting several FREE  Planning and Preparing for Long-Term Care  workshops during the months of November and December.



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