Can I use my IRA money to donate to charity?

6/13/2019

Using your IRA to make a donation can help you lower your tax bill...
See the Flowchart to determine if you qualify

can-i-do-a-qualified-charitable-distribution-from-my-ira-2019.pdf
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If you have any questions, please do not hesitate to reach out.
Daniel Shub, AIF®, RFC®
Wealth Advisor & Founder
OCTO Capital Wealth Management
248-731-7729
www.octo-capital.com

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Michigan Fiduciary Financial Advisor, Specializing in Retirement Income Planning. Serving Clients in Metro-Detroit (Bloomfield Hills, Troy, Rochester, Auburn Hills, Birmingham, Southfield, West Bloomfield, Franklin, Bingham Farms, Sterling Heights, Commerce, Walled Lake, Beverly Hills, Walled Lake, Farmington Hills, Novi, Livonia, Clarkston, Macomb, Ann Arbor, Orion Twp, Clawson, Royal Oak, Southfield, and surrounding areas, Specializing in Retirement Planning and Low-cost Index Investment Management grounded in Nobel-prize Winning Academic Research. Dimensional Fund Advisors DFA approved.

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Can I use my IRA money to donate to charity?

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Hi, I'm Daniel Shub, AIF®, RFC®

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