Using your IRA to make a donation can help you lower your tax bill...
See the Flowchart to determine if you qualify
If you have any questions, please do not hesitate to reach out.
Daniel Shub, AIF®, RFC®
Wealth Advisor & Founder
OCTO Capital Wealth Management
We may only transact business in those states in which we are registered, or qualify for an exemption or exclusion from registration requirements.