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Finishing Well

May 5, 2018

Taxes don’t actually end April 15th, especially seniors who have to send quarterly taxes to the IRS. This week, Hans and Robby discuss how quarterlies work as well as individual stories about bad tax decisions. Our last income tax show was “Render unto Caesar”, but this time we are “Rendering unto God” by using tax strategy to give more back to the church and charities that mean something to you. Hans tells a story about a client who was able to use QCDs, or qualified charitable distributions, from her IRA to give more money to her church and leave less of a tax burden to her family. 


Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on for free! 

You can contact Hans and Cardinal by emailing or calling 919-535-8261. Learn more at