10/13/2026
Just a shout out....This is an unused tax savings...I want you to think about charity giving...We write a check...No don't ......
Use your rmd or do a Charitable Gift Annuities...Let's talk about the amount of stock we own in our individual investment accounts... That have gain real value.. How to get it out of there without paying the gains... Charity Gift Annuities or Charitable remainder Trust...This is not that hard...,. I do this
Talk to your planner please if they don't know call me and I will help....
If done right you can move the appreciated stock to the Gift or trust and still take a deduction without paying on the gain...
Nice.
Stay Tuned.