Everything You Ever Wanted To Know About Maximizing Your Charitable Giving Strategies

Did you know that the new tax rules have caused a decline in charitable giving? With so many people taking the standard deduction now there's less incentive to donate as much money to charity. Since this is the season of giving, John will walk through several strategies you can utilize to increase your charitable giving in the years ahead and still reap tax benefits along the way. We guarantee you'll learn something on today's podcast that you didn't know going into it. We'll take a look at QCDs, donor advised funds, bunching, and more... And, side note, this is the only episode we'll post in December before getting back into action in 2020. Happy Holidays to all the fans of the Retire Happy Podcast!

Important Info:

Securus Financial Site: https://www.gosecurus.com/

Call John: (858) 935-6210