New 2026 Charitable Donation Rules: How to Deduct $2,000 скачать в хорошем качестве

New 2026 Charitable Donation Rules: How to Deduct $2,000

Did you know Congress just unlocked a new tax break starting in 2026? Even if you take the standard deduction, you could be eligible for a new "above-the-line" write-off that puts money back in your pocket. In this video, Nolan Baker breaks down the major changes coming to charitable donations under the new tax legislation. For years, unless you itemized, your generosity gave you zero tax benefits. That changes now. We explain exactly how single filers and married couples can claim up to $2,000 in additional deductions. Plus, we cover advanced giving strategies for retirees over 70½ to lower their taxable income even further. Topics Covered: 0:00 - The problem with the Standard Deduction & Charity 0:55 - The Importance of Local Giving 1:35 - NEW 2026 Rule: The "Above the Line" Deduction 2:25 - The Math: How much can you save? (Bob & Susan Example) 3:00 - Strategy for Age 70.5+: Qualified Charitable Distributions (QCDs) 3:30 - Donating Appreciated Securities vs. Cash 3:55 - Beneficiary Designations & Legacy Planning 4:15 - Using Donor Advised Funds 🔻 Get Your Retirement Team Action Plan 🔻 👉 Visit: https://qr.arhq.com/ytt 📞 Or Call: (419) 794-3030 About America's Retirement Headquarters: Serving all America with office in Michigan, Ohio, and Florida , we are dedicated to helping retirees achieve the retirement they deserve. From crafting personalized retirement income strategies to providing insurance and investment solutions, our goal is to guide you every step of the way. Let us help you navigate the complexities of retirement, so you can enjoy financial confidence and peace of mind. Visit Our Headquarters At: 1700 Woodlands Drive, Maumee, OH 43537 📞 Call Us: 419-842-0550 🌐 Learn More: https://qr.arhq.com/ytt Securities offered through Peak Brokerage Services, member FINRA/SIPC (Peak).  Advisory services offered through The Retirement Guys Formula, a registered investment adviser.  Insurance products offered through Top Advisors Group (TAG). Health and Medicare benefits through America's Medicare Associates. Tax filing and planning through Retirement Tax Partners.  America’s Retirement Headquarters, America's Medicare Associates, Retirement Tax Partners, and The Retirement Guys Formula are not affiliates of Peak or TAG. #RetirementPlanning #TaxSeason #CharitableGiving #FinancialAdvice #TaxReform #RetirementTeamActionPlan #americasretirementheadquarters #americasmedicareassociates