Season 1 · Episode 119
Episode 118: Donor Advised Funds
Nate discusses a powerful tool that can be used to satisfy those that are charitably inclined and concerned about lowering their taxes. ...
July 5, 202122m 14s
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Show Notes
Nate discusses a powerful tool that can be used to satisfy those that are charitably inclined and concerned about lowering their taxes. Click here to listen to the interview with Marty Ruby. Key takeaways:
- Qualified Charitable Deductions (QCD)
- Taxes and Donating to Charities in Retirement
- Required Minimum Distributions (RMD)
- IRA’s
- Roth and Taxes
- Tax Cuts and Jobs Act