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4 BEST Charitable Planning Strategies in Retirement [Episode 39]
Season 1 ยท Episode 39

4 BEST Charitable Planning Strategies in Retirement [Episode 39]

Joe Knows Retirement ยท Joe Schmitz Jr.

March 27, 202416m 32s

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Show Notes

If you're charitable-minded and in or near retirement, there are several strategies you can use to help maximize your givings and minimize the amount you pay in taxes. In this episode of Joe Knows Retirement, Joe shares four of these charitable planning strategies and explains which one might be best for you based on your age, goals for retirement, and geographic location.

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