Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Business:Investing
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
Schedule: http://bit.ly/calltruewealth
What’s The Big Deal With Roth Conversions And Why Should You Care?
No More TINA - An Investment Update
Your Wealth, Your Retirement – How Can You Do It Better?
Portfolio Moves in Light of Recession Fears
Social Security’s Uncertain Future & Impacts On Your Retirement
Widowed in Retirement - How to Plan for the Financial Changes
Faulty Retirement Assumptions
Bank Busts & Safeguards for Your Investment Funds
Top 5 To-Do’s Before You Retire
How Much Is the Right Amount Of Cash?
Nearing Retirement But Facing Potential Layoff?
What are Retirees Doing After Poor Market Returns in 2022
Secure Act 2.0 - Key Impacts on Your Retirement Planning
Social Security - Planning Strategies, COLA, and Update
Ep 113: Enhancing Your Charitable Giving
Overcoming Financial Missteps & Inaction to Get the Help You Need
Q4 Check-up & Tax Moves
Smartly Using Retirement Accounts to Optimize Your Retirement & Tax Savings
Surprising Lessons on Stock Returns and Diversification
It’s the End of the World as We Know It, and Why to Feel Fine
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast