Ep 63: 3 Ways To Tax-Optimize Your Charitable Giving

Most Americans donate to charity and many have distinct goals in their retirement plan to meet annual charitable donations. Most also give cash ...the easiest but also least tax-efficient way to give.

Hear Kevin discuss three ways to tax-optimize your charitable giving. Whether through in-kind transfers of appreciated stock, using a donor-advised fund, or via Qualified Charitable Distributions, each can help you gain a bigger tax break and meet your charitable goals in the Retire Smarter way.

 

Timestamps:

6:48 - Making Direct Gifts Of Stocks, Or Shares Of Mutual Funds

10:58 - Navigating Donor-Advised Funds

22:05 - Using IRA Money

26:29 - Two More Considerations For QCDs

 

Contact:

True Wealth Design Website: http://www.truewealthdesign.com/

Call: 855-893-7526

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