Listen "Charitable Giving"
Episode Synopsis
Join John and Mike as they discuss some of the tax rules and ideas for giving to charities in the current environment. They discuss all kinds of different strategies to feel confident giving a gift and still documenting the tax savings for the gift. They also continue with their Holistic Happenings conversations about things and ideas they see in their everyday interactions with the families they work with and are referred to.
Financial Services of America | Personal Financial Planning (fsa1.com)
#RetirementPlanning
#Charity
#CharitableContributions
#Retireable
#Retirement
#HolisticHappenings
Financial Services of America | Personal Financial Planning (fsa1.com)
#RetirementPlanning
#Charity
#CharitableContributions
#Retireable
#Retirement
#HolisticHappenings
More episodes of the podcast Retireable
Are You Mentally Prepared for Retirement?
30/07/2024
Preparing For Retirement
03/07/2024
Annuities
18/06/2024
Investment Guardrails and Strategies
13/05/2024
Retirement Account Strategies
11/04/2024
Bucket Planning
09/02/2024
Pensions and Pension Buyouts
15/01/2024
Charitable Giving (continued)
12/12/2023
Medicare and Open Enrollment
06/11/2023
Retirement Planning in Action
19/10/2023
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.