Building Your Legacy

from Winning in Retirement · host Brian Akers, CFP® & Jeff Akers, CFP®

Send us Fan MailBrian and Jeff Akers discuss various charitable giving strategies, emphasizing the importance of aligning one's giving with their values and goals, maximizing tax benefits, and considering strategies such as donating appreciated stock, annual gifting programs, real estate, life insurance policies, and creating a charitable foundation or donor-advised fund. They also discuss the Secure Act of 2020 changes and the benefits of Qualified Charitable Distributions (QCDs) from IRAs, including tax-free charitable giving options for retirees. Working with a certified financial planner and practitioner was highlighted as crucial for a smooth and effective process.https://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20description

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This episode was published on September 26, 2020.

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