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Listen "Tax-Efficient Charitable Giving Strategies"
Episode Synopsis
Send us a textTax-Efficient Charitable Giving Strategies | Retire Early & Maximize ReturnsIn this Christmas Eve episode of the Retire Early Return Out Podcast, hosted by Hunter Kelly of Palm Valley Wealth Management, explore four tax-efficient ways to donate to your favorite charities. Learn about donor-advised funds, qualified charitable distributions (QCDs), donating appreciated assets, and charitable trusts. Discover how these strategies can help you meet your financial goals and maximize your tax deductions. Hunter also invites listeners to share their favorite charities on YouTube. Note: This podcast is for educational purposes only and not a substitute for professional advice.00:00 Welcome to the Retire Early Podcast00:06 Introduction to Tax-Efficient Giving01:13 Donor Advised Funds Explained04:35 Qualified Charitable Distributions (QCDs)07:40 Gifting Appreciated Assets08:47 Understanding Charitable Trusts15:34 Conclusion and Holiday WishesCheck out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify
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