Octo Capital - Independent Fiduciary Financial Advisor in Bloomfield, Bingham Farms Michigan
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Blog

Can I use my IRA money to donate to charity?

6/13/2019

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Using your IRA to make a donation can help you lower your tax bill...
See the Flowchart to determine if you qualify
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can-i-do-a-qualified-charitable-distribution-from-my-ira-2019.pdf
File Size: 165 kb
File Type: 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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    Daniel Shub

    ​AIF®, RFC®

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​Telephone: 248-731-7729
31600 Telegraph Road Suite 200
Bingham Farms, MI 48025
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​©2022 OCTO Capital, LLC. OCTO Capital is a Michigan-based Investment Advisory Firm. We may only transact business in those states in which we are registered, or qualify for an exemption or exclusion from registration requirements.
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​​Are you looking for a fiduciary financial advisor and retirement planner in Metro Detroit, Michigan? You've come to the right place. Octo Capital is serving clients in Michigan, including Bingham Farms, Bloomfield Hills, Troy, Rochester, West Bloomfield, Birmingham, Farmington Hills, Rochester Hills, Sterling Heights, Shelby Twp, Livonia, and Northville. We also work with clients located in other states*. We provide comprehensive financial planning and investment management. Our services include retirement income planning, cash flow projections, tax-efficient placement of assets, strategic tax-loss harvesting, coordination of all income sources in retirement, detailed analysis of tax returns focused on tax-saving opportunities, and more.
  • Home
  • New Clients
  • Services
    • Services & Pricing
    • Investment Management
    • Financial Planning
    • Tax Planning
    • Fiduciary
    • Nobel-Worthy Ideas
    • Videos
  • About
  • Contact
  • Client Portal