Tax-Smart Charitable Distributions from Retirement Accounts

By Karen R. Smith | July 25, 2024

[by Greg Rupert] Don’t miss out on a generous income tax breaks when you give to Seattle Unity!  These two tax-smart ways may make sense for your giving: Donate highly appreciated stock and eliminate the capital gains tax you would incur if the shares were sold in a taxable brokerage account.  The shares would be sold…

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