Are you tired of donating cash to charities and missing out on potential tax savings? In this episode of the Retirement Power Hour, Joe Allaria, CFP®, provides four different ways, including Gifting Appreciated Shares, Qualified Charitable Distributions (QCDs), Bunching Donations Into One Year, and Mega-Bunching with Donor Advised Funds, that you can use to reduce your taxes while still giving to the charities that you care about.
Resources Mentioned on the Show:
• https://carsonallaria.com/2021/12/11/charitable-donations-using-stock-not-cash/
• https://carsonallaria.com/2018/11/03/can-i-lower-my-taxes-with-a-donor-advised-fund/
• https://carsonallaria.com/2018/10/05/lowering-taxes-with-qcds/
If you enjoyed this episode, make sure to check out our latest podcast on The Stock Market During an Election Year https://www.youtube.com/watch?v=jNZKEnMZjew&t=2s
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Disclaimer:
All material discussed on this podcast is for educational purposes only and should not be construed as individual tax, legal, or investment advice. Investing involves risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results. Joe Allaria is an Investment Adviser Representative of a Registered Investment Advisory firm. The information discussed on this podcast may be derived from third parties that are believed to be reliable, but CarsonAllaria Wealth Management does not control or guarantee the accuracy or timeliness of such information and disclaims all liability for damages resulting from such sources. Any references to third parties are provided as a convenience and do not constitute an endorsement.
Learn more about CarsonAllaria Wealth Management at https://carsonallaria.com/
Invest Wiser & Retire Better!
