Charitable Giving Archives - True North Retirement Advisors

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This Brilliant RMD Strategy Could Save You Thousands On Taxes – A Case Study

by Ashley Micciche | Sep 28, 2018 | Charitable Giving, IRAs, YouTube

There are many benefits to making charitable contributions directly from your IRA. If you are subject to RMDs, you’re donating to charity, and you haven’t considered charitable contributions directly from your IRA – you could be paying more in taxes than you...

How to 10X Your Charitable Giving

by Ashley Micciche | Jun 22, 2018 | Charitable Giving, YouTube

Most of us are interested in charitable giving and the causes we care most deeply about. As a society, we are generous. 2/3 of us give to charity, and most of us are giving at 2-4% of our income. But if you’re like me, you want to do more. This week’s...

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True North Retirement Advisors, LLC (“TNRA”) is an investment advisor registered with the United States Securities and Exchange Commission (CRD No. 290885). The firm may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Accordingly, these communications are neither a solicitation nor an offer to sell investment advisory services except in jurisdiction(s) where we are appropriately registered, excluded, or exempt from registration. Please note that the use of the term “registered” to refer to our firm and/or our associated persons does not imply any particular level of skill or training. We encourage you to review a copy of our Form ADV Part 2A Firm Brochure and our Form ADV Part 3 Client Relationship Summary for more information regarding our firm and our advisory services. Copies of these documents are available free of charge at the following link (https://adviserinfo.sec.gov/firm/summary/290885). Our Client Relationship Summary is also available here.

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