Feb 21, 2019 | Estate, Retirement, Taxes & Financial Planning
Making Charitable Donations of Stock If you’re charitably inclined and hold meaningful amounts of appreciated stock, such as shares acquired from a stock option exercise, restricted stock/RSU vesting, or ESPP purchase, donating stock instead of cash can be a smart...
Feb 21, 2019 | Estate, Retirement, Taxes & Financial Planning
The Qualified Charitable Distribution – Tax Magic for Seniors Many seniors find that their newly severely restricted itemized deductions fall short of their personal deductions ($24,000 married filing jointly). So their charitable contributions may be worth zero...