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Planning a Significant Charitable Donation? Here's Where the Money Should Come From" artwork
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Planning a Significant Charitable Donation? Here's Where the Money Should Come From"

Retire Smarter by Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

Oct 1, 202618:10Business

If you're already planning to give money to charity, does it matter which account the money comes from? Absolutely. Retirees may have several ways to fund their charitable giving: cash, appreciated investments, or distri...