The Truth About Reducing Your Taxes Through Charitable Giving - 133

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

🗓️ 25 September 2017

⏱️ 60 minutes

🔗️ Recording | iTunes | RSS

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Summary

In the aftermath of natural disasters at home and abroad, Elaine Martyn from Fidelity Charitable explains how donor-advised funds can make for tax efficient, high impact giving. Plus, how to protect yourself from identity theft following the Equifax security breach, financial tips for the five stages of your relationship, soap opera estate planning, Joe and Big Al’s beer tastes, and biker fashion.

Transcript

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0:00.0	I think in a disaster situation, there's a strong emotional response which concern giving.
0:05.8	And we empower our donors to take action, and the donor advice fund means you have a ready
0:11.3	reserve available to react and to give immediately.
0:15.4	In the aftermath of natural disasters happening at home and abroad, today on Your Money,
0:20.4	your wealth, Elaine Martin from
0:21.8	Fidelity Charitable, explains all the ways a donor advised fund is a tax-efficient strategy for high-impact
0:27.9	giving, where and when it's needed the most. Also, Joe and Big Al have the info you need to protect
0:33.2	yourself from identity theft in light of the Equifax security breach. And on a lighter note,
0:37.7	we've got financial tips for the five stages of your relationship, the best cities to celebrate
0:42.6	October Fest outside of Munich, soap opera estate planning, Joe and Al's beer tastes, and
0:48.2	biker fashion. Now here are Joe Anderson CFP and Big Al Clopine's CPA.
0:52.9	Hey Alan, Equifax reported major Joe Anderson, CFP, and Big Al-Clopine CPA.
0:58.8	Hey, Alan, Equifax reported major breach.
1:00.3	Well, they did.
1:05.5	143 million consumers potentially have their personal information.
1:09.4	Names, Social Security, birth dates, home addresses, driver's license numbers.
1:10.4	I check.
1:14.6	They have a site where you can check to see are you potentially one of the ones. Oh, really?
1:15.6	And I checked it and said, you may have been compromised.
1:17.6	Really?
1:18.6	Have you ever been compromised?
1:19.6	Yes, but not in the ways that you have.
	...

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