1100 13th Street, NW, Suite 1000Washington, DC 20005202.887.6400Toll-free: 800.544.0155
All Contents © 2020The Kiplinger Washington Editors
See All Authors »
Chase Mouchet is a wealth adviser at Brightworth, a wealth management firm with offices in Atlanta and Charlotte with $3 billion in assets under management, serving over 1,200 families in 48 states. He is passionate about helping families maximize the impact of their wealth, particularly through charitable giving.
Chase is a CERTIFIED FINANCIAL PLANNERâ„¢ professional and holds the Certified Investment Management AnalystÂ® certification, administered by Investments & Wealth Institute and taught in conjunction with the Yale School of Management. He received his BBA in Finance and BSFCS in Family Financial Planning from the University of Georgia.
Stocks are down since the coronavirus hit, but that doesn't have to present a hurdle for charitable giving. In fact, with the CARES Act, opportunities for giving from your investment portfolio could be better than ever.
See More From: Building Wealth
Saving money in a 401(k) or an IRA is a great way to save on taxes while you build a generous legacy for your favorite charity.