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  2. Helen Modly

Helen Modly

Helen Modly, CFP, CPWA, is a wealth advisor with Buckingham Strategic Wealth, a fee-only Registered Investment Advisor. The opinions in this article are the author’s own and may not reflect the opinions of Buckingham Strategic Wealth or The author may be reached at


When retirees take distributions from their tax-deferred IRA accounts and a deduction for charitable donations, they’re missing a simple tax-saving opportunity.