Do you plan on donating money to your favorite charities?

First, let’s understand the tax implications so you can maximize your charitable impact.

In this release, Ryan Poterack discusses the nuances of charitable giving. He describes the strategies like qualified charitable distributions and donor-advised funds, and the benefits of donating appreciated assets. 

Ryan is eager to offer detailed advice, emphasizing the importance of professional guidance for individual financial situations. 

Ryan discusses:

• Qualified charitable distributions and why they’re a smart move for retirement savings
• How donor-advised funds offer flexibility in your philanthropy
• The win-win scenario of donating your appreciated assets 
• The value of seeking professional guidance when making these emotional decisions

Resources:

• “Making it Count: Life Isn’t Lived On a Spreadsheet” by Ryan Poterack

Connect with Ryan Poterack: 

• LinkedIn: Ryan Poterack

Connect with Poterack Capital Advisory: 

• Poterack Capital Advisory
• Meet the team at Poterack Capital Advisory
• LinkedIn: Poterack Capital Advisory
• Facebook: Poterack Capital Advisory
• X (formerly Twitter): Poterack Capital Advisory
• 704-366-5776

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