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2025 - Common Deductible Charitable Gifts in Retirement
Manage episode 460873695 series 2810299
Контент предоставлен Radon Stancil, CFP® & Murs Tariq, CFP®, Radon Stancil, and Murs Tariq. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Radon Stancil, CFP® & Murs Tariq, CFP®, Radon Stancil, and Murs Tariq или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the strategies and rules surrounding common deductible charitable gifts in 2025. As the new year begins, many individuals are setting charitable giving goals while seeking to maximize their tax benefits. From understanding adjusted gross income (AGI) limits to choosing between donating cash, appreciated assets, or qualified charitable distributions, this episode walks you through everything you need to know to make informed decisions.
Listen in to learn about the tax benefits of donations, the importance of choosing the right type of gift, and how to align your charitable goals with your overall retirement plan. Whether you're donating cash, assets with capital gains, or making qualified charitable distributions, Radon and Murs provide practical advice to help you navigate these options effectively.
In this episode, find out:
· The benefits of donating cash and how AGI limits affect tax deductions.
· How to use donating appreciated assets to avoid capital gains taxes while gaining deductions.
· The rules surrounding qualified charitable distributions (QCDs) for individuals over 70½.
· How to leverage long-term and short-term capital gains in your charitable giving strategy.
· The impact of the 2025 standard deduction on itemizing charitable deductions.
Tweetable Quotes:
· "Charitable giving isn’t just about generosity; it’s about maximizing impact and minimizing taxes." – Radon Stancil
· "Understanding AGI limits can turn charitable donations into powerful tax-saving tools." – Murs Tariq
Resources:
If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!
To access the course, simply visit POMWealth.net/podcast.
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