Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Business:Investing
Most Americans donate to charity yearly, and many have distinct goals in their retirement plan to meet annual charitable donations. Most also give cash … the tax-efficient way to give.
Hear Kevin and Tyler discuss ways to tax-optimize your charitable giving. Whether through bunching your deductions or using donations of appreciated stock, each coupled with a donor-advised fund can help you gain a bigger tax break and meet your charitable goals in the Retire Smarter way.
Here's some of what you'll learn in this episode:
Have questions?
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Ep 9: Rules Gone Awry - A Lower Tax Bracket Part 1
Ep 8: Exorbitant Health Care Costs
Ep 7: Rules Gone Awry - The 4 Percent Rule
Ep 6: Rules Gone Awry - The Rule Of 100
Ep 5: Rules Gone Awry - Take Social Security Early
Ep 4: The Wisdom In Ignoring The 80% Rule
Ep 3: Quit Obsessing Over A "Stress-Free" Retirement
Ep 2: Details vs. Relationships
Ep 1: Be Realistic About Your Retirement
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