-
Keep Uncle Sam Off Your Christmas List - Episode 24
- 2024/12/23
- 再生時間： 38 分
- ポッドキャスト
-
サマリー
あらすじ・解説
Join Aaron and Nic in this episode of Coffee with Your Retirement Coach as they discuss the challenges of holiday gifting while managing taxes. They detail how to make sure Uncle Sam isn't on your Christmas list by balancing generosity with smart financial planning, sharing valuable lessons on utilizing Qualified Charitable Distributions (QCDs), Donor-Advised Funds (DAFs), and gifting appreciated assets. The episode is packed with actionable tips for retirees and anyone looking to make impactful, tax-efficient gifts. Tune in for stories, strategies, and advice on how to give thoughtfully during the holiday season.
00:00 Introduction and Common Holiday Gifting Dilemma 00:30 Combining Generosity with Smart Financial Planning 01:17 A Black Friday Story: Lessons in Generosity 03:32 The True Purpose of Gift Giving 04:39 Maximizing Tax Benefits with Charitable Giving 05:45 Understanding Qualified Charitable Distributions (QCDs) 13:09 The Power of Donor Advised Funds (DAFs) 17:57 Generosity and Financial Planning 18:42 Establishing and Managing Donor Advised Funds 19:24 Guardrails and Financial Considerations 20:45 Gifting Highly Appreciated Assets 24:41 Living Legacy and Tax Strategies 30:30 Charitable Remainder Trusts 34:05 Recap and Final Thoughts Have a question for the coach?
Send it in to connect@yourretirementcoach.com Watch on YouTube: https://www.youtube.com/channel/UCOq6-cPoSmotfEToSbA4m1w Connect with us on Facebook: https://www.facebook.com/search/top?q=yeomans%20consulting%20group,%20inc.
Your Retirement Coach is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
00:00 Introduction and Common Holiday Gifting Dilemma 00:30 Combining Generosity with Smart Financial Planning 01:17 A Black Friday Story: Lessons in Generosity 03:32 The True Purpose of Gift Giving 04:39 Maximizing Tax Benefits with Charitable Giving 05:45 Understanding Qualified Charitable Distributions (QCDs) 13:09 The Power of Donor Advised Funds (DAFs) 17:57 Generosity and Financial Planning 18:42 Establishing and Managing Donor Advised Funds 19:24 Guardrails and Financial Considerations 20:45 Gifting Highly Appreciated Assets 24:41 Living Legacy and Tax Strategies 30:30 Charitable Remainder Trusts 34:05 Recap and Final Thoughts Have a question for the coach?
Send it in to connect@yourretirementcoach.com Watch on YouTube: https://www.youtube.com/channel/UCOq6-cPoSmotfEToSbA4m1w Connect with us on Facebook: https://www.facebook.com/search/top?q=yeomans%20consulting%20group,%20inc.
Your Retirement Coach is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.