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EPISODE · Aug 18, 2023 · 27 MIN

IRA Distributions And Life Insurance

from Safe Money and Retirement · host John Heischman

In this week's episode host Jon Heischman how to cut your tax bill from the "Jobs Act" which doubled the standard dedcution beginning in 2018. This caused a dramatic decrease in the number of people filing itemized deductions and the unintended consequence of a reduction in chartiable gving,But if you an IRA owner 70.5 or older, you can give without itemizing and still get the tax break through a Qualified Chartaible Distribution (QCD). Jon goes into deatil on this and life insurance related distributions as well.You can call Jon after the show with questions and comments at (614) 861-7055. Visit www.heischmanfs.com/

Episode metadata supplied by the publisher feed · Published Aug 18, 2023

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IRA Distributions And Life Insurance

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