Optimize Required Minimum Distributions (RMDs) with Qualified Charitable Donations

Castlepoint Blog: Financial Planning Basics, Financing Strategies and Debt Management, Kristen Buchman, Tax & Estate Planning, The Point
November 10, 2023

Do you own an IRA with a small balance remaining? Castlepoint Advisor Kristen Buchman, CFP®, discusses tax-efficient year-end giving strategies using Qualified Charitable Donations when you have Required Minimum Distributions (RMDs) remaining. Learn how you can close out the year with a positive impact!

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Castlepoint Wealth Advisors | Oklahoma Wealth Advisors | Kristen Buchman - Advisor

Kristen Buchman, CFP®


Kristen is an advisor for Castlepoint Wealth Advisors, an Independent Wealth Management firm in Oklahoma City. She works in lockstep with the advisory team to provide client investment advice and implement the firm’s financial planning strategies.
Read more Kristen Buchman’s blog posts and articles.