Meaningful Giving: Unveiling Qualified Charitable Donations from IRA's | Rest Assured Podcast

Financial Planning, Wealth & Tax Advisory

Join David Schlossberg, founder of Assured Concepts Group, in this insightful episode of the Rest Assured Podcast as he delves into the world of Qualified Charitable Donations (QCDs) from Individual Retirement Accounts (IRAs). Discover how you can make a lasting impact on both your retirement strategy and charitable causes dear to your heart. Tune in to gain expert insights on the tax advantages, strategic giving, and financial planning aspects of utilizing QCDs, and learn how you can optimize your philanthropic efforts while securing your financial future. Don’t miss this opportunity to navigate the intersection of finance and charitable giving with David Schlossberg’s wealth of knowledge. Watch now to ensure your retirement and charitable goals are met with precision and purpose.

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Assured Concepts Group Ltd. is neither a broker-dealer nor an investment adviser. Securities and Variable Insurance products are offered through Purshe Kaplan Sterling Investments www.pksinvest.com, member FINRA/SIPC, www.finra.org, www.sipc.com. Advisory services provided through Assured Advisory Group, LLC, a Registered Investment Advisory Firm. Purshe Kaplan Sterling Investments is a full service brokerage firm, operated primarily through independent registered representatives.

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