In this video, Brian shares a retirement planning technique that allows us to give funds directly from a retirement account to our favorite charities, all while saving income taxes and satisfying annual RMD requirements.

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The content of this Video is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Presilium Private Wealth does not intend the information in this Video to be investment advice, and the information presented in this Presentation should not be relied upon to make an investment decision. Any third-party information contained herein was prepared by sources deemed ...