Send us a text

In this episode, Mark and Jesse discuss how to give generously from your IRA, including qualified charitable distributions (QCD) and other tax strategies.

Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice

OTHER RESOURCES:

• ✍️Kingdom Advisors | https://kingdomadvisors.com
• ✍️CVF Upcoming Webinars | http://spendlifewell.com/events

Have questions? Shoot us an email at [email protected] or connect with us at https://clearvistafinancial.com

Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN