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Tax-smart charitable giving strategies explained
Edward Jones outlines tax efficient giving options including bunching donations into one year to exceed the standard deduction, direct charitable donations from IRAs as qualified distributions, and donor advised funds. It notes RMD rules, tax impacts, and the need to consult a tax advisor before acting. It also mentions QCD limits of up to 105000 for 2024 and cautions about irrevocability of donor advised funds.
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Edward Jones