Real Estate Income vs. Investment Income: Apples and Oranges

We break down the pros and cons of each of these income streams.

Financial PlanningParkshore Wealth ManagementJanuary 1, 2024AGI, Taxable Income, QCD, Qualified Charitable Distribution, RMD, Required Minimum Distribution

The Gift That Gives Back: Leveraging QCDs in Your Financial Strategy

Qualified charitable distributions allow you to give to charity and lower taxable income. Here’s how to incorporate them in your giving strategy.

Financial PlanningParkshore Wealth ManagementDecember 11, 2023AGI, Taxable Income, QCD, Qualified Charitable Distribution, RMD, Required Minimum Distribution

Ways to Give When Markets Are Up or Down

If you are charitably minded, you can use tax-beneficial giving strategies that optimize market ups and downs.

Charitable GivingParkshore Wealth ManagementMarch 1, 2023QCD, Qualified Charitable Distribution, Cash Donation, Highly Appreciated Stock

How to Use Qualified Charitable Distributions to Give to Charity

A QCD enables you to direct your required minimum distributions (RMDs) to charity and reduce your taxable income.

Financial PlanningParkshore Wealth ManagementDecember 14, 2022Taxable Income, QCD, RMD, Qualified Charitable Distribution, Required Minimum Distribution, IRA, Retirement Planning, Tax Planning

Charitable Giving Strategies: Don’t Just Write a Check

You don’t have to just write a check to charity. Here are other charitable giving strategies that can support your favorite causes and provide you with tax benefits.

Financial PlanningParkshore Wealth ManagementDecember 10, 2020RMD, QCD, Standard Deduction, Itemized Deduction, Donor-Advised Fund