3 Tax Efficient Charitable Gifting Strategies for 2026 скачать в хорошем качестве

3 Tax Efficient Charitable Gifting Strategies for 2026

Optimize your Money and your Life → https://LaxFP.com/ Find a Financial Planner → https://fiduciaryfinancialplanning.ne... Join our FREE membership community to receive exclusive content at https://RetireMentorship.com/ The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others. (Also available on Amazon.) Want to retire successfully? Schedule a Discovery Meeting. This no-cost, no-obligation meeting in person or via Zoom will help us determine if we should work together through my financial planning firm. There are no product sales and no pressure. We insist that you sleep on any decision before you make it. Schedule your free consultation at https://LaxFP.com/freeman-linde Questions or ideas for a future episode? Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR. 00:00 Introduction 02:45 Gifting to (Grand) Children 07:03 Qualified Charitable Distributions 11:11 Deduction Bundling 21:00 Gifting Appreciated Stock 26:18 High Advisor Fees? 35:02 Closing #RetireMentorship #retirement #investing #financialplanning This video is educational only and is not intended to be investment, legal, or tax advice or recommendations, whether direct or incidental. Again, this is not investment advice. Consult your financial, tax, and legal professionals for specific advice related to your specific situation. Never take investment advice from someone who doesn’t know you and your specific situation. All opinions expressed in this article are those of the people expressing them. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be directly invested in.