#115 - How to give to charities tax-efficiently

Retirement Planning Education, with Andy Panko

Andy Panko

Annuities, Taxes, Ira, Retirement Planning, Social Security, Roth Ira, 401k, Pension, Investing, Financial Planning, Roth Conversion, Tax Planning, Education

2.4 • 671 Ratings

🗓️ 5 September 2024

⏱️ 56 minutes

🔗️ Recording | iTunes | RSS

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Summary

Andy summarizes the tax-related concepts to know when giving to charities, and summarizes a few ways in which to make your charitable donations as tax-efficient for you as possible Links in this episode: IRS Publication 526 - hereMy YouTube video - How to Give to Charities Tax EfficientlyMy YouTube video - Overview of Federal Income Taxation Tenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube...

Transcript

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0:00.0	Let's talk about how to give the charities tax efficiently in this the 115th episode of the
0:05.6	Retirement Planning Education Podcast.
0:11.1	Welcome to the Retirement Planning Education Podcast, where you can learn all about
0:15.5	IRAs and Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies,
0:23.0	annuities, estate planning, and much more. And now here's your host, Andy Panko.
0:28.8	Hello, everybody. So nice to see you. Thanks for joining. Today, I will be talking about
0:33.9	how to donate to charity tax efficiently, with the emphasis on being tax efficient about it.
0:39.2	I'm sure many of you already have or are already charitably inclined and already make
0:43.6	donations to various places, maybe in various forms of assets you're donating, but I'm going
0:50.2	to help explain how to try to do it as tax efficiently as possible.
0:55.1	Super exciting.
0:56.9	But I have a question for you.
0:59.9	What happens when a microscope crashes into a telescope?
1:02.3	They collide a scope.
1:03.9	Of course they do.
1:05.4	They collide a scope.
1:07.0	All right.
1:07.9	That's enough.
1:15.9	So this one, this topic, how to give to charity tax efficiently, was also the topic of the September blog on the retirement planning education website.
1:20.0	So if you want to see this same content topic stuff discussed in written form, go check that
1:26.5	out.
1:26.6	There will be a link to that in the show
	...

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