Скачать или смотреть IRA Charitable Rollover - Reduce Taxes & Give Back

Full video:    • How to Find Meaning and Purpose in Retirem...  

☎️ Need more help? Let's talk! https://calendly.com/archiehoxton/las...

🗓️ Call or text Hoxton Planning & Management: +1 (304) 876-2619 and visit their website www.hoxtonpm.com

In this episode of Last Paycheck Podcast, CFP Professionals Archie Hoxton and Rob Hoxton dive into the important topic of making your retirement truly meaningful. They explore how retirees can find purpose after their final paycheck by shifting focus from work-related achievements to new sources of fulfillment. The discussion covers practical strategies for creating impact in retirement, including giving back through charitable donations, sharing expertise, and making legacy gifts.

Archie and Rob break down smart ways to give, like utilizing Qualified Charitable Distributions, donating appreciated assets, and leveraging donor-advised funds, to maximize both the benefit to charities and tax efficiency. They also touch on planned giving and building a lasting legacy using charitable trusts and other creative vehicles. Tune in for insightful advice on finding purpose, staying engaged, and making your retirement years both rewarding and impactful.

Get their book!
Think Ahead: Ten Reasons Why You Need a Financial Planner by Rob Hoxton and Julia Connell - https://hoxtonpm.com/think-ahead-book/
--

Last Paycheck contains general information that is not suitable for everyone and was prepared for informational purposes only. Nothing contained in the presentation should be construed as a solicitation to buy or sell any security or as an offer to provide investment advice. Archie and Rob are investment advisor representatives of Hoxton Planning and Management LLC, a registered investment advisor.

#InvestingTips #AvoidFadInvestments #SmartInvesting #FinancialEducation #InvestmentStrategies #socialmedia #retirement #financialadvisor