Скачать или смотреть What Is A Charitable Gift Annuity For Retirement Giving? - Golden Years Investing

What Is A Charitable Gift Annuity For Retirement Giving? Are you interested in ways to make your retirement income more secure while also supporting causes you care about? In this video, we’ll explain everything you need to know about charitable gift annuities. We’ll start by defining what a charitable gift annuity is and how it can provide a steady income throughout your lifetime. You’ll learn how this financial tool allows seniors to turn a gift into reliable payments, often with added tax benefits. We’ll discuss how the payout rates are determined based on age and how naming a second person, like a spouse, can extend the income stream.

Additionally, we’ll cover the various assets you can use to fund a charitable gift annuity, including cash, stocks, and retirement account funds. You’ll discover the potential tax advantages, such as immediate deductions and possible tax-free payments. We’ll also explain how using IRA assets can help meet required minimum distributions without incurring income tax.

Most importantly, we’ll highlight how this strategy supports your legacy goals while providing a dependable income source during retirement. If you’re considering ways to balance income needs with charitable giving, this video is a must-watch. Join us to learn how a charitable gift annuity can be a smart part of your retirement plan, and subscribe to our channel for more helpful tips on senior investing and estate planning.

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About Us: Welcome to Golden Years Investing, your go-to channel for Retirement Investment Strategies tailored for seniors. Our mission is to help you navigate the world of finance with confidence as you approach retirement. We cover essential topics, including Low-Risk Investments, Income-Producing Assets, and how to effectively Diversify Your Retirement Portfolio. Our discussions also include Bonds for Seniors, Annuities Explained, and Dividend Stocks for Retirees, along with practical advice on Managing Investment Risk and understanding Required Minimum Distributions (RMDs).