Hot Drinks and... Hot Tips on Charitable Giving!

The Drink: Hot Buttered Rum
The Topic: Qualified Charitable Distributions
Deferred retirement accounts are great, but taxes can’t be deferred forever. Or can they? Jason and Caleb talk about the required minimum distribution and what that means for your retirement accounts. You’ll also learn how charitable distributions from retirement accounts can mean tax savings and amplified giving. You won’t want to miss these hot tips on giving!