The year you retire is certainly one of the most exciting times of your life, but it is also one of the times when we are, financially speaking, the most vulnerable. But the good news is that with the right know-how, tools and planning, you can minimize your risks and vulnerabilities and focus your efforts on those things that will truly make your golden years golden.
Join CERTIFIED FINANCIAL PLANNER™ professionals, John Bever and Jim Uren as they discuss the latest strategies to help make the year you retire your best year yet.
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The year you retire is certainly one of the most exciting times of your life, but it is also one of the times when we are, financially speaking, the most vulnerable. But the good news is that with the right know-how, tools and planning, you can minimize your risks and vulnerabilities and focus your efforts on those things that will truly make your golden years golden.
Join CERTIFIED FINANCIAL PLANNER™ professionals, John Bever and Jim Uren as they discuss the latest strategies to help make the year you retire your best year yet.
Join John Bever and Jim Uren in this episode of "The Year You Retire" podcast as they tackle the topic of Getting the Most Out of Your Charitable Giving. Enjoy their friendly and approachable style, as you discover strategies like bunching charitable contributions and using donor advised funds, with real-life examples. Get inspired, informed, and uplifted with valuable insights on optimizing your charitable contributions for maximum tax benefits. In this episode, you will be able to:* Learn why claiming the standard deduction may eliminate the tax advantage of your charitable giving.* Uncover the potential advantages of bunching charitable giving to increase your itemized deductions.* Discover how donor advised funds work and how they may help you reduce your tax bill.* Explore how donor advised funds may help eliminate capital gains taxes on appreciated assets.The key moments in this episode are:00:00:42 - Introduction to Charitable Giving and Tax Benefits00:01:14 - Understanding Donor Advised Funds00:03:36 - Benefits of Giving and Tax Considerations00:05:18 - Financial Strategies for Charitable Giving00:10:47 - Bunching Deductions for Tax Optimization00:13:29 - Bunching Charitable Giving00:15:55 - Donor Advised Fund00:17:41 - Maximizing Tax Benefits00:21:28 - Using Donor Advised Fund for Large Gains00:25:48 - Legacy and Succession Planning00:26:51 - Charitable Giving and Passing on Traditions00:27:14 - Gratitudes00:28:42 - Important DisclosuresDisclosure: The views expressed in this podcast are not necessarily the opinions of Phase 3 Advisory Services and should not be construed directly or indirectly as an offer to buy or sell any securities or services mentioned herein. Unless otherwise specified, show guests are not securities licensed or affiliated with Phase 3 Advisory Services or Osaic Wealth. Investing is subject to risks, including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should only be relied upon when coordinated with individual professional advice. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Additional investment. and insurance advisory services offered through Phase 3 Advisory Services Limited, a Registered Investment Advisor.Osaic Wealth is separately owned and other entities and or marketing names, products or services referenced here are independent of Osaic Wealth. Phase 3 Advisory Services is located at 1110 West Lake Cook Road, Suite 265 in Buffalo Grove, Illinois 60089. Our phone number is 847-520-5545. For additional information, visit our website at phase3advisory.com.
The Year You Retire
The year you retire is certainly one of the most exciting times of your life, but it is also one of the times when we are, financially speaking, the most vulnerable. But the good news is that with the right know-how, tools and planning, you can minimize your risks and vulnerabilities and focus your efforts on those things that will truly make your golden years golden.
Join CERTIFIED FINANCIAL PLANNER™ professionals, John Bever and Jim Uren as they discuss the latest strategies to help make the year you retire your best year yet.
