Generosity - Tithing - Legacy

from Winning in Retirement · host Akers Financial Group

Send us Fan MailBrian and Jeff discuss the significance of generosity, tithing, and legacy in retirement planning. They emphasize the importance of giving back to the community and understanding where one's money goes, while also highlighting tax benefits of giving in retirement years. They also discuss strategies for maximizing charitable giving and legacy planning, including donor advised funds, private foundations, and ESG investing. Additionally, they discuss the age at which individuals can take distributions from their retirement accounts and the qualified charitable distribution rule, and provide tips for managing tax liability through strategic charitable giving.https://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20description

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This episode is 51 minutes long.

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This episode was published on November 18, 2023.

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