Charitable Giving and Charitable Legacies: Estate and Legacy Planning Series Part 5 of 6 | Ep #66 скачать в хорошем качестве

Charitable Giving and Charitable Legacies: Estate and Legacy Planning Series Part 5 of 6 | Ep #66

✅#QualifiedCharitableDistributions ✅#DonorAdvisedFunds ✅#CharitableLegacyPlanning 📚 Get Bruce’s Book: Moving To Tax-Free (on Amazon) https://amzn.to/4msRo2k In this episode of 🛡️Protecting & Preserving Wealth, Bruce is joined by Jason Hosler, and Alex Koury of Hosler Wealth Management to explore charitable giving strategies and charitable legacies. We explain how to give smarter during your lifetime—using Qualified Charitable Distributions (QCDs), Donor-Advised Funds (DAFs), and new tools from the SECURE Act 2.0—as well as the most tax-efficient ways to leave money to charities at your passing. ⏱️Chapters & What You’ll Learn: 00:00 – Intro & Overview The difference between charitable giving (during life) and charitable legacy (at death). 00:56 – Qualified Charitable Distributions (QCDs) How to give from IRAs, avoid taxes, and use charitable remainder trusts under SECURE Act 2.0. 03:34 – Donor-Advised Funds (DAFs) How DAFs work, their tax benefits, and how they can involve your family in charitable giving. 05:16 – Best Ways to Leave Assets to Charity Smart beneficiary designations for IRAs, annuities, and trusts to maximize tax efficiency. 08:57 – Common Mistakes & Tax Pitfalls Why leaving taxable or appreciated assets incorrectly can cost heirs and charities thousands. 12:35 – Strategic Charitable Planning Using tax-loss harvesting, appreciated assets, and Roth conversion offsets to enhance giving. 🔗 Additional Resources & Links • ✳️✳️✳️Free Guide: Moving to a Tax-Free Retirement – 8 Steps You Can Take For Success! https://www.hoslerwm.com/wp-moving-to... • ⏮️Previous Episode - Leaving Your Assets Tax Advantaged & Tax-Free - Estate & Legacy Planning, Part 4 of 6 | Ep #65:    • Charitable Giving and Charitable Legacies:...   👉 In our next episode (Ep #67), we’ll explore the Two-Generation Tax-Free Legacy Plan™, a strategy for preserving wealth across generations.    • The Two Generation Tax-Free Legacy Plan™: ...   📢 Stay Connected With Hosler Wealth Management Follow us for more insights on wealth management, estate planning, and tax strategies: 🔹 LinkedIn:   / hosler-wealth-management   🔹 Facebook:   / hoslerwealth   🔹 YouTube Channel:    / @hoslerwealth   🌐 Moving To Tax-Free Website: https://movingtotaxfree.com 🌐 HWM Website: https://hoslerwm.com 📧 Contact Us: https://hoslerwm.com/contact-us/ The best way to support our channel is to share this video on your social media to spread awareness. We appreciate the support! ======== Disclosure: Investment advisory services are offered through Mutual Advisors, LLC DBA Hosler Wealth Management, a SEC registered investment adviser. Securities are offered through Mutual Securities, Inc., member FINRA/SIPC. Mutual Advisors, LLC and Mutual Securities, Inc. (collectively “Mutual Group”) are affiliated companies. Forward-looking commentary should not be misconstrued as investment or financial advice. The advisor associated with this podcast is not monitored for comments and any comments should be given directly to the office at the contact information specified. Any tax advice contained in this communication, including any attachments, is not intended or written to be used and cannot be used for the purpose of 1) avoiding federal or state tax penalties, 2) promoting marketing or recommending to another party any transaction or matter addressed herein, and 3) Tax preparation and accounting services are offered independently through Hosler Wealth Management Tax Services. Any tax advice provided by tax professionals under Hosler Wealth Management Tax Services is separate and unrelated to any advisory or security services offered through Mutual Group. The accuracy, completeness, and timeliness of the information contained in this podcast cannot be guaranteed. Mutual Group does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation. Accordingly, Hosler Wealth Management does not warranty, guarantee or make any representations or assume any liability with regard to financial results based on the use of the information in this podcast. ======== Copyright © 2022-2025 Hosler Wealth Management, All Rights Reserved. #ProtectingWealthPodcast #ProtectingandPreservingWealthPodcast #HoslerWealthManagement #BruceHosler