S. Michelle Jann

Director of Wealth Planning, Senior Wealth Advisor

MarketWatch, December 21, 2022

Opinion: RMD calculation for charitable contributions: Here’s the most tax-efficient way to give


Senior Wealth Advisor Michelle Jann reviews the benefits of qualified charitable distributions (QCDs) for MarketWatch readers. It’s a question on the minds of some retirees with tax planning in focus before the end of the year.


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