WealthGrow by Wharton Investment Consultants
Financial guidance and education provided by:
Wharton Investment Consultants
5010 Canby Drive, Wilmington DE 19808-1102
Tel: 302-239-2111
whartonic@ceteranetworks.com - www.afiduciaryadvisor.com
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Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction
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er only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Advisor Representatives, who can offer both types of service
WealthGrow by Wharton Investment Consultants
Charitable contributions directly from your Required Minimum Distribution.
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Welcome to WealthGrow, where we discuss building wealth, securing your future, and making informed financial decisions. My name is Stuart Cameron, OSJ Branch Manager and Financial Advisor with Wharton Investment Consultants and today we’re diving into a powerful and often overlooked strategy for retirees — how to make charitable contributions directly from your Required Minimum Distribution, or RMD.
Stick with me for the next 30 minutes, and by the end of this episode, you’ll understand what RMDs are, how charitable giving from them works, why it could save you money on taxes, and how to do it the right way.
WealthGrow - By Wharton Investment Consultants 5010 Canby Drive, Wilmington DE 19808 Tel: 302-239-2111
Securities and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA, SIPC, a broker/dealer and a Registered Investment Advisor Cetera is under separate ownership from any other named entity.
