Recent tax law changes may impact whether pre-tax retirement income versus after-tax savings is a good idea from the standpoint of tax diversification, estate considerations and charitable goals.
For example, should you contribute to a deductible IRA or roll over retirement assets to a Roth IRA? To answer this, it may be a good time to revisit your retirement income needs and withdrawal strategy. You may find that the various options for making charitable gifts will complement your retirement and estate planning strategies.
We are happy to help you learn more about charitable giving options that fit your needs. Contact Lori Osowski by phone or email today.