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In this episode of the A Wiser Retirement® Podcast, Shawna Theriault, CFP®, CPA, CDFA®, and William Medcalf, CFP® discuss how year-end is the perfect time to be strategic with charitable giving. They explore smarter ways to give, instead of just writing a check, to reduce your tax burden.

Related Podcast Episodes:

  • Ep 307: Unlocking the Power of Trusts: 10 Different Trusts & How to Use Them
  • Ep 180: How does a Charitable Trust work?
  • Ep 190: Year-End Tax Moves: Planning Ahead for a Stress-Free Tax Season with Jordan Sute Norton, CPA

Related Financial Education Videos:

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Chapters

1. Framing Year-End Giving Goals (00:00:00)

2. Deadlines, Custodians, And Logistics (00:02:03)

3. Where Giving Fits In Your Plan (00:04:20)

4. Donor-Advised Funds Explained (00:07:55)

5. Deduction Limits And AGI Rules (00:12:45)

6. Gifting Appreciated Securities (00:16:05)

7. Qualified Charitable Distributions From IRAs (00:21:45)

8. Bunching Deductions For Impact (00:28:50)

9. Carryforwards, Inherited IRAs, Trusts (00:32:40)

10. Legacy Guide Download Break (00:33:30)

312 episodes