Join John Bever and Jim Uren in this episode of "The Year You Retire" podcast as they tackle the topic of Getting the Most Out of Your Charitable Giving. Enjoy their friendly and approachable style, as you discover strategies like bunching charitable contributions and using donor advised funds, with real-life examples. Get inspired, informed, and uplifted with valuable insights on optimizing your charitable contributions for maximum tax benefits.
In this episode, you will be able to:
The key moments in this episode are:
00:00:42 - Introduction to Charitable Giving and Tax Benefits
00:01:14 - Understanding Donor Advised Funds
00:03:36 - Benefits of Giving and Tax Considerations
00:05:18 - Financial Strategies for Charitable Giving
00:10:47 - Bunching Deductions for Tax Optimization
00:13:29 - Bunching Charitable Giving
00:15:55 - Donor Advised Fund
00:17:41 - Maximizing Tax Benefits
00:21:28 - Using Donor Advised Fund for Large Gains
00:25:48 - Legacy and Succession Planning
00:26:51 - Charitable Giving and Passing on Traditions
00:27:14 - Gratitudes
00:28:42 - Important Disclosures
Disclosure:
The views expressed in this podcast are not necessarily the opinions of Phase 3 Advisory Services and should not be construed directly or indirectly as an offer to buy or sell any securities or services mentioned herein. Unless otherwise specified, show guests are not securities licensed or affiliated with Phase 3 Advisory Services or Osaic Wealth.
Investing is subject to risks, including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should only be relied upon when coordinated with individual professional advice.
Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Additional investment. and insurance advisory services offered through Phase 3 Advisory Services Limited, a Registered Investment Advisor.
Osaic Wealth is separately owned and other entities and or marketing names, products or services referenced here are independent of Osaic Wealth. Phase 3 Advisory Services is located at 1110 West Lake Cook Road, Suite 265 in Buffalo Grove, Illinois 60089. Our phone number is 847-520-5545. For additional information, visit our website at phase3advisory.com.
