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- 5-19-25 ARI Fisico (TPD 2nd)AM
5-19-25 ARI Fisico (TPD 2nd)AM
Dear Patriot,
Yesterday, I exposed how Required Minimum Distributions (RMDs) force you to drain your accounts—and hand over more to the IRS. But today, here’s how to turn the tables: Qualified Charitable Distributions (QCDs).
If you’re over 70½, you can send up to $100,000 per year directly from your IRA to a charity—and it counts toward your RMD without increasing your taxable income.
That means lower taxes, smaller Medicare surcharges, and more control over where your money goes. Not the government. Not the bureaucrats. You.
Tomorrow, I’ll expose the trap hidden inside pension plans—and why they’re not the guaranteed income stream they’re made out to be.
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Poll Of The Day
Have you ever used charitable giving as a tax strategy? |
Fun Fact Of The Day
Retirees using Qualified Charitable Distributions can reduce their taxable income by tens of thousands—without itemizing deductions.