Optimize Required Minimum Distributions (RMDs) with Qualified Charitable Donations | Kristen Buchman, CFP®, Castlepoint Wealth Advisors 00:10:00
Kristen Buchman, a Certified Financial Planner (CFP®) at Castlepoint Wealth Advisors, specializes in tax-efficient financial strategies and charitable giving. With a focus on optimizing Required Minimum Distributions (RMDs), Kristen helps clients leverage Qualified Charitable Donations to maximize tax benefits while supporting charitable causes. Her expertise ensures clients can navigate complex financial decisions with clarity, aiming to achieve both financial security and philanthropic impact.
