Скачать или смотреть Charitable Giving That Gives Back - S5 | E10

Do you have some extra money this holiday season and want to give to charity? What if you could make that gift stretch a little further and ease your tax burden?

Financial experts Joe Anderson and Alan Clopine breakdown different strategies to help make giving to charity a little easier. From analyzing your overall needs to understanding the tax benefits, you'll learn how to develop a charitable giving plan that's right for you.

Important Points:

(1:03) – Charitable Giving: Who is Giving?

(1:49) – Develop a Charitable Giving Plan

(2:20) – Analyzing Your Needs

(5:19) – Bunching Charitable Deductions Strategy

(7:39) – Tax Checklist – Download Here: https://bit.ly/2Fqf0oL

(9:27) – Giving Appreciated Stock

(11:01) – Qualified Charitable Distribution (QCD)

(12:17) – Donor-Advised Fund

(13:55) – Charitable Gift Annuity Strategy

(14:44) – Charitable Remainder Trust

(17:30) – Charitable Plan Elements

(18:21) – Breakdown of Charitable Giving Strategies

(21:23) – Beneficiary Designation for IRAs

(23:22) – Social Security Survivor Benefit

(24:22) – Pure Takeaway


Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management to thousands of people across the nation.

Schedule a free assessment with an experienced financial professional:
http://bit.ly/PureAssessment
Office locations: https://bit.ly/PureLocations
Ask Joe & Big Al On Air: https://bit.ly/AskJoeAndBigAl
Subscribe to our YouTube channel: https://bit.ly/YMYW-YT
Subscribe to the Your Money, Your Wealth® podcast: https://lnk.to/ymyw

IMPORTANT DISCLOSURES:
• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor.
• Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with a tax advisor or attorney regarding specific situations.
• Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
• Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
• All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. As rules and regulations change, content may become outdated.
• Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors. #YourMoneyYourWealth #YMYW #YourMoneyYourWealthTV #charitablegiving