Case Study: Seniors Who No Longer Itemize May Benefit From Using Qualified Charitable Distributions

Published: March 11, 2019, 3:06 p.m.

Managing Associate K.C. Smith, CFP®, CEPA, and Associate Michael Griffin, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA to discuss how some seniors who no longer itemize deductions after tax reform may be able to take advantage of qualified charitable distributions to lower their taxes