By Dan Moisand | November 14, 2016 | Comments Off on Why Charitable Giving from Your IRA is Tax Smart
IRAs can be great for accumulating funds for retirement but distributions often cause taxation. For retirees that are charitable, IRAs can be a tax smart source of funds.
Making News…
We frequently produce Q&A columns for Florida Today, Investopedia and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine and Investopedia among others. Here is a sampling from the last three months.
Financial Planning 101.Charlie Fitzgerald was the featured guest on a recent episode of Joy in Our Town on the Trinity Broadcasting Network. Charlie covered several fundamental financial planning topics on the segment such as the importance of having sufficient savings and managing the use of credit wisely. Watch the 30-minute episode here.
Ask An Expert Recently, the Advisor Custody & Trading Senior Leadership Team of Schwab Institutional met in Orlando for a nationwide meeting to discuss ways of improving service to independent advisors such as Moisand Fitzgerald Tamayo, LLC. To gain insight and a better understanding of firm challenges, they assembled a panel of experts from a select group of firms.
Our own Mike Salmon served as a panelist, sharing his opinions on what Schwab does well and helping them better understand how they can improve services for our firm and clients. (Reminder, we don’t work for Schwab or any other party. We work only for clients.)
Ask an Expert II Four members of our team, Derrick Chandler, Charlie Fitzgerald, Mike Salmon, and Lynne Strynchuk fielded calls for the Orlando Sentinel’s financial hotline. The paper published a few of the Q&As from participants, including entries from all four firm representatives. Click on this highlighted link to see entries from Derrick and Lynne.
Moisand Fitzgerald Tamayo, LLC is an Orlando, Tampa and Melbourne, Florida based fee-only financial planner serving central Florida and clients across the country. Moisand Fitzgerald Tamayo, LLC specializes in providing objective financial planning, retirement planning, and investment management to help clients build, manage, grow, and protect their assets through all phases of one’s life and the many transitions in between. If you have any questions or would like to discuss anything further, please give us a call or send us a note. If you are not a client and wish to receive emails notifying you of new posts – no more than once per month – fill out the subscription information in the sidebar to the right. For more frequent updates, follow us on Facebook, LinkedIn, orTwitter.
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Dan Moisand is a fee-only financial advisor with Moisand Fitzgerald Tamayo, LLC. He is a regular contributor for multiple outlets, including Florida Today, MarketWatch, and The Wall Street Journal. His writing and financial advice have also been featured in Financial Planning, Investment Advisor, Wealth Manager/Advising Boomers, Forbes, Smart Money, and The New York Times, among other publications. He is the only two-time winner of the Journal of Financial Planning’s “Call for Papers” competition and has been named a top financial planner and advisor by multiple publications. Investment News named Dan one of the “twenty most influential men and women” in the history of financial planning. He currently serves on the Board of Directors for the CFP (Certified Financial Planner) Board.
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Financial Planning 101. Charlie Fitzgerald was the featured guest on a recent episode of Joy in Our Town on the Trinity Broadcasting Network. Charlie covered several fundamental financial planning topics on the segment such as the importance of having sufficient savings and managing the use of credit wisely. Watch the 30-minute episode here.