A&I Financial Services

Ever wonder what the tax limits are around charitable giving? Read on to get answers to some of the most common questions. For even more information, visit our Charitable Planning web page. How much can I give? You can give away as much as you want to anyone you want at any time you want....Read More

In this brief but informative podcast, Karl Frank, CFP, Mike Miller, CPA and Nathan Merrill, JD, discuss the QCD: Qualified Charitable Distribution. Learn the benefits and drawbacks of pulling money out of a retirement account and giving it to a charity. The Qualified Charitable Distribution (QCD) is a great way for someone to give money...Read More

When planning your IRA withdrawal strategy or if you are looking to make a non-deductible donation to charity, you may want to consider making charitable donations through a QCD and that way you can do good with the RMD, both for others and for your own bottom line. Read this Periscope for information on how...Read More