A Last Minute Feel-Good Way to Reduce Your 2017 Taxes - 140

Your Money, Your Wealth

Realestate, Income, Investing, Personalfinance, 401k, Rothconversion, Retirement, Education, Taxes, Socialsecurity, Personalfinances, Finance, Retirementplanning, Investments, Stocks, Business, Roth, Fiduciary, Ira

2.3 • 681 Ratings

🗓️ 13 November 2017

⏱️ 55 minutes

🔗️ Recording | iTunes | RSS

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Summary

Elaine Martyn from Fidelity Charitable explains how donor advised funds can help others and reduce your 2017 taxes. Retirement jitters, a retirement crisis, and 7 ways to teach your kids the value of saving for retirement to help them avoid both the jitters and the crisis. Plus, is there any way to undo rolling a 401(k) into a 403(b) annuity? And can Joe explain why a 60/40 mix of stocks and bonds isn’t necessarily the best way to go - without snapping?

Transcript

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0:00.0	It's a really simple and effective platform to give, grow, and grant.
0:05.5	And by that, I mean, you can give any asset into your charitable giving account.
0:10.1	And your account then grows its income through a variety of pooled funds that we offer.
0:15.9	Or you can work with a financial planner to grow that income.
0:18.5	And then we help you actually execute those grants to over 200,000 nonprofits here in the U.S.
0:24.2	and abroad.
0:24.8	As the end of the year approaches and you're looking for every possible tax deduction, we revisit
0:29.7	our conversation with Elaine Martin from Fidelity Charitable on how donor advised funds can
0:34.6	help you help others while reducing your 2017 tax burden.
0:38.8	Pre-retirees have retirement jitters, and the government accountability office says we've got
0:42.6	a retirement crisis on our hands.
0:44.5	And Big Al's got seven ways to teach your kids the value of saving for retirement to help
0:48.4	them avoid both the jitters and the crisis.
0:50.9	Plus, is there any way to undo rolling a 401k into a 403B annuity? And can Joe explain
0:57.5	why a 60-40 mix of stocks and bonds isn't necessarily the best way to go without snapping?
1:03.0	Let's find out. Here are Joe Anderson CFP and Big Al-Clopine CPA.
1:09.0	You were talking about this retirement crisis or something like that?
1:11.6	The J.L.
1:12.6	came out and says another...
1:13.6	The government accountability office came out recently with a report that said they warned
1:21.6	of a retirement crisis.
1:22.6	Now, sometimes we and others talk about the looming crisis, and you and I have sort of tried to get away from that, because that sounds self-serving.
	...

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