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Retirement Tax Planning: How to Maximize Deductions for Charitable Donations in Retirement
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How do I maximize the tax deductions I can receive for my charitable donations in retirement? What retirement tax planning strategies can I use? Are there other ways I can distribute my charitable donations in retirement? In this video, we speak with Jessica Cannella, who discusses the most efficient strategies to maximize your tax deductions for your charitable donations.
00:00 Happy Holidays!
00:35 What We’ll Cover
01:32 Helping the Less Fortunate
02:32 Good News OHFG Can Help!
02:55 Charitable Giving Strategies
03:03 Donor Advised Fund
04:32 Qualified Charitable Distrubution
05:36 Donate Every Other Year
06:19 Donating Appreciated Securities
07:00 Where are you donating?
07:14 What are you donating?
08:04 Plan as Early as Possible!
08:40 Brookwood Community
10:03 Oak Harvest’s Charitable Giving!
12:23 Key Retirement Dates
13:00 Happy Holiday Season from Oak Harvest!
Do you need a Retirement Success Plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at (877) 404-0177 or fill out this form for a free consultation:
Disclaimer:
This video discusses fixed-income investing and utilizes the 10-year U.S. treasury as a general representative fixed-income investment. Conclusions reached, opinions stated, and downside risks and potential returns presented should not be construed as applying to other types of bonds or fixed-income assets. Other types of fixed-income products carry different levels of risk and return potential and should be evaluated as an element of a diversified portfolio with your specific risk tolerance, investment objectives, and timeline in mind. Nothing in this video is investment advice, an investment recommendation, or an offer to buy or sell any security. Investing involves risk.
#retirementplanning #retirementincome #retirementaxplanning #financialplanning #charitabledonations #taxdeductions #retiringin60s
00:00 Happy Holidays!
00:35 What We’ll Cover
01:32 Helping the Less Fortunate
02:32 Good News OHFG Can Help!
02:55 Charitable Giving Strategies
03:03 Donor Advised Fund
04:32 Qualified Charitable Distrubution
05:36 Donate Every Other Year
06:19 Donating Appreciated Securities
07:00 Where are you donating?
07:14 What are you donating?
08:04 Plan as Early as Possible!
08:40 Brookwood Community
10:03 Oak Harvest’s Charitable Giving!
12:23 Key Retirement Dates
13:00 Happy Holiday Season from Oak Harvest!
Do you need a Retirement Success Plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at (877) 404-0177 or fill out this form for a free consultation:
Disclaimer:
This video discusses fixed-income investing and utilizes the 10-year U.S. treasury as a general representative fixed-income investment. Conclusions reached, opinions stated, and downside risks and potential returns presented should not be construed as applying to other types of bonds or fixed-income assets. Other types of fixed-income products carry different levels of risk and return potential and should be evaluated as an element of a diversified portfolio with your specific risk tolerance, investment objectives, and timeline in mind. Nothing in this video is investment advice, an investment recommendation, or an offer to buy or sell any security. Investing involves risk.
#retirementplanning #retirementincome #retirementaxplanning #financialplanning #charitabledonations #taxdeductions #retiringin60s
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