Ep 113: Enhancing Your Charitable Giving


Manage episode 349213327 series 2401634
Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP® tarafından hazırlanmış olup, Player FM ve topluluğumuz tarafından keşfedilmiştir. Telif hakkı Player FM'e değil, yayıncıya ait olup; yayın direkt olarak onların sunucularından gelmektedir. Abone Ol'a basarak Player FM'den takip edebilir ya da URL'yi diğer podcast uygulamalarına kopyalarak devam edebilirsiniz.

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:

  • Why we want to be more thoughtful of the why behind charitable giving. (4:20)
  • Details on the current standard tax deduction amounts. (11:25)
  • How you can utilize the bunching strategy to maximize deductions. (14:17)
  • An example of how clients typically approach giving. (17:11)
  • Assets you might consider giving instead of cash. (20:35)

Have questions?

Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth’s CFP® Professionals.


116 bölüm