Skip to main content
MarketVault
BrowseExpertsTopicsTimelineMapSubmit

Disclaimer: MarketVault is an educational video curation platform. Nothing on this site constitutes financial advice, investment advice, or a recommendation to buy or sell any asset. Always consult a qualified, regulated financial advisor before making investment decisions. Investing carries risk — you may lose money.

MarketVault

Curated financial insights from the world's top experts. Invest in your knowledge.

BrowseExpertsTopicsDecadesSubmit a ClipAboutContactEditorial PolicyArticles

© 2026 MarketVault. All footage remains the property of its original creators.

Privacy PolicyTerms of UseSupport

Developed with love as a personal project by Jamie McDonnell

ui-ux-design.comai-consultancy.company
The Tax Free Giving Strategy That Turns Your RMD Into a Win for Everyone #retirementplanning — MarketVault
PreviousUse arrow keysNext
0 views
Share this clip

The Tax Free Giving Strategy That Turns Your RMD Into a Win for Everyone #retirementplanning

Strategy Guideyoutube

If you have a retirement account and a charity you care about there is a strategy that benefits both and cuts the IRS out. In this clip, Dan DeVerna, CFF explains how giving money directly from a retirement plan to a charity means neither party pays tax on it. You do not pay because you are giving it away. The charity does not pay because it is a charity. It is a win win and one of the most overlooked tools for retirees facing required minimum distributions. To find out if this strategy works for your situation, visit www.DeVernaCo.com/contact

Added 13 Jun 2026

Know someone who'd love this clip?

Share it with friends and fellow fans.

Share this clip

Keep Exploring

All ExpertsAll TopicsAll DecadesBrowse by Format