Making the Most of Your Charitable Donations: Understanding Charitable Giving Strategies and Your Retirement Plan
Hosted by Brian Bass, MSFS, CFP®, RICP®, AEP®, CLU®
Many people choose to make charitable contributions every year. While the goal is to help others, these donations can have significant tax advantages that you can take advantage of. Tax planning is never a simple discussion. However, being strategic with the charitable contributions you were already going to make gives you a powerful tool to reduce your taxes in very advantageous ways.
Full Access only $99
In this workshop Brian will detail:
- Understanding the effects of Charitable Giving on your Taxes
- How to time your Charitable Donations to maximize their Tax Impact
- Ways to donate Appreciated Securities to reduce your Capital Gains taxes
- How to use Trusts and other vehicles (such as Donor Advised Funds) for Charitable Giving
- Ways to use your Charitable Donations to manage your Required Minimum Distributions
Full Access only $99
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