Incorporating Charitable Planning into Your Portfolio & Tax Strategy

One of the most frequently asked questions we get from clients is: How can I incorporate charitable planning into my investment and estate plan? We love seeing clients with charitable intent and enjoy helping clients create lasting charitable legacies. So on this week’s episode of the Wealth & Law Podcast, Brent and Rachel brought back A.J. Price of Strategic Wealth Partners. The three of them dive into several different tax efficient ways to give to charity. They get into qualified charitable distributions from IRAs, donor advised funds, private family foundations, and charitable remainder trusts.

A.J. Price is an Associate Wealth Advisor at Strategic Wealth Partners. A.J. works with wealth advisors and financial planners to create portfolios in line with each client’s individual needs, preferences, and risk tolerance.

A.J.’s bio and contact information are available at https://www.stratwealth.com/portfolio/a-j-price-cpa-cfp/.

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