Kim Laughton, is President of Schwab Charitable, a non-profit, donor-advised fund provider established with the support of Charles Schwab & Co., Inc. to make charitable giving simpler and more tax-efficient for clients. She is responsible for the general management of Schwab Charitable and the fulfillment of its charitable mission, setting strategy and priorities and ensuring all contractual obligations and goals are met. She’s here today to show us how to link your investment strategy with your tax strategy. Your investments can help reduce your tax bill in certain situations. You can even donate your required minimum IRA distribution. It’s Tax Day, so everyone is thinking about their taxes, but truthfully, thinking about taxes long before Tax Day will help you maximize your tax due.
Listen as Kim and Kate discuss: