Some tax breaks aren’t worth the hassle of pursuing them, however, today’s example is definitely worth the hassle!
If you are charitably minded you’ll want to listen to learn about the advantages of making qualified charitable distributions. Discover how to increase your standard deduction while enjoying charitable tax benefits.
Stick around for the listener question to hear a great way to start practicing spending your money when you have been over-flexing your savings muscle.
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Are You Saving Too Much Money, Ep #229
Americans Urged to Watch Out for Tax Scams During the Pandemic, Ep #227
A “Gold IRA” and a $300,000 Tax Mistake… Ep #226
My Favorite Retirement Resources for 2022 & How Generosity Changes Your Brain, Ep # 225
Could Living Abroad Save You Money? with Tim Leffel [Rebroadcast]
Fidelity & Schwab Donors Set Record for Charitable Giving in Response to Pandemic [Rebroadcast]
Summer Travel Series: Travel Hacking with Lee Huffman [Rebroadcast]
Planning Multi-Generational Disney Trips with Lou Mongello [Rebroadcast]
Bucket List Travel on Any Budget with Danielle Desir [Rebroadcast]
Tax & Retirement Planning Changes for 2022, Ep #219
Risk Tolerance Questionnaires Don’t Work, Ep #218
The Media Will Decide Your Social Security Claiming Age, Ep #217
Executor Help - How to Settle an Estate, Pick an Executor, and Avoid Family Fights with David Edey, Ep #216
Inflation in Retirement and Breaking Social Security News! Ep #215
Tax Moves You Should Be Making Before Year's End, Ep #214
3 Social Security Do-Over Options, Ep # 213
Are Annuities a “License to Spend”? Ep # 211
The Social Security Update, Ep # 210
The Great Resignation, Ep #209
Quit Cutting Your Own Grass, Ep #208
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