Tag Archives: RMD

Episode 90 – Exploring The Path of Charitable RMDs & Gifting – With Shane Perry



In simple words, a charitable Required Minimum Distribution is still an RMD but the only difference is that you are also directing it to a charity.

In this episode, The Retirement Solution’s associate planner, Shane Perry sheds some light on all things charitable RMDs and gifting to help you understand its different financial components before you pass it down to your heirs and beneficiaries. 

You will learn:

  • Who can opt for an RMD and what are the new age-related updates? 
  • Rules for those considering a Qualified Charitable Distribution (QCD)
  • How to redirect an RMD to a Donor Advised Fund
  • Tax considerations around gifting and reasons why people should gift assets while alive 
  • How are families using and approaching conversations around charitable RMDs and gifting? 
  • And more!

Listen today and discover everything you need to know about charitable RMDs and gifting!

Resources:  The Retirement Solution: 888-500-5830 | Shane Perry  

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Episode 83 – New Law Changes – With Tom Black



We know that with every new administration, there are many changes that come into effect, and changes in law and taxes are great examples. 

In this episode, The Retirement Solution’s Tom Black discusses different law and tax changes expected to come into effect in 2021. This discussion is not to cause panic, but to promote thought-provoking thinking and learning since they will differ from the current ones. 

In this episode, you will learn: 

  • How new 2021 tax laws can potentially change the way you transfer wealth and plan for retirement 
  • What a “Step-Up In Basis” is, its role within real-estate, and why is it considered to be a “double-edged sword” 
  • How Required Minimum Distributions (RMD) are expected to change in 2021 
  • What the charitable deduction scenario is looking like in 2021 
  • The benefits of a charitable Required Minimum Distribution 

Listen today and learn potential timeframes as to when and how these tax and other laws are expected to change! 

Resources: The Retirement Solution I (888) 500-5830 I Tom Black 

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