Back to Insights

Charitable Donations as an IRA Strategy for Clients

Are clients able to make charitable donations using their IRA? The answer surprisingly is yes! Aaron Leak sat down with Sam Del Rowe at @Financial Advisor IQ to discuss this strategy, which can help clients who are “running into major tax issues from their IRAs”.

Check out the full video clip here: https://www.financialadvisoriq.com/c/3544784/449864referrer_module=MarketingTwitter&campcode=MarketingTwitter

International Assets Advisory, LLC

390 North Orange Avenue

Suite 750, Orlando, FL 32801

Phone: (407) 254-1500

Email: info@iaac.com

Get in Touch
International Assets Advisory, LLC strives to provide our investment professionals with access to a world-class financial services platform. We offer a global suite of products and services to help serve your clients.
Join Us