Episode 31 – How to Be Tax-Efficient With Your Charitable Giving
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Are you hoping to give more to your favorite charities and save money in taxes at the same time?
In this episode, Tim Scannell uncovers strategies that may allow you and the recipients of your generosity to get the best bang for the buck. Contributing straight from your required minimum distribution (RMD) or even donating an asset are just two of the many options that you will hear about in this informative episode.
In this episode, you will learn:
- About one of the most tax-efficient strategies you can do
- How to use appreciated stock to avoid capital gains tax
- At what age you can start making donations from your RMD
- What features and tax strategies donor-advised funds offer
- And more!
Tune in to learn tax-efficient strategies for your charitable giving. Think before you write that check!
Resources: HighTower Great Lakes: (219) 246-5370 | 5 Wealth Management Challenges Facing Construction Industry Family-Owned Businesses