Charitable IRA Gifts: Maximize Your Tax Savings Over 70 #shorts @HolySchmidt
Charitable IRA Gifts: Maximize Your Tax Savings Over 70 #shorts @HolySchmidt
Uploaded June 2026 | Updated September 2026, 3 weeks ago
Charitable giving just got smarter for those over 70.5! Transfer up to $111,000 directly from your IRA to charity tax-free. It counts towards your RMD and won't increase taxes on Social Security or IRMAA. Plus, leave a Roth IRA to heirs tax-free on growth! #CharitableGiving #IRA #TaxStrategy #FinancialPlanning #Retirement
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Charitable IRA Gifts: Maximize Your Tax Savings Over 70 #shorts

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