ConnollySteeleNov 25, 20222 min readYear-end giving to charity or loved onesThe holiday season is here and many people plan to donate to their favorite charities or give money or assets to their loved ones before...
ConnollySteeleMay 18, 20222 min readIRA charitable donations: An alternative to taxable required distributionsAre you a charitably minded individual who is also taking distributions from a traditional IRA? You may want to consider the tax...