A Retiree's Guide to Charitable Giving & Taxes in 2025

EPISODE · Nov 27, 2025 · 32 MIN

A Retiree's Guide to Charitable Giving & Taxes in 2025

from America's Wealth Management Show · host America's Wealth Management Show

Education Center: https://bit.ly/49DibGj  Meet with Us: https://bit.ly/3Kr8joL  Retirement Checklist: https://bit.ly/49GY8XB  Tax Reduction Strategies: https://bit.ly/3LVs9Jr  Subscribe on YouTube to Catch our Videos:  https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  What Is a QCD? Qualified Charitable Distributions - America's Wealth Management Show https://youtu.be/vpdl1ZUlcNc?si=osuc1VAoiAKcFNYE  The Impact of the One Big Beautiful Bill on Your Retirement https://youtu.be/ze1sYnh_VR8?si=Me3T2uhrSxPuJUrY  Healthcare Costs for 2026: What You Need to Know https://youtu.be/JVOnl_AKQoQ?si=TijZekzNf_j3tJxy  What Is Modified Adjusted Gross Income? (MAGI) https://youtu.be/PmfNAwK6B9s?si=bU7YMnfEYcqrr3mi  What are the Rules for RMDs on Inherited IRAs? https://youtu.be/43TvJ4lkyMk?si=29zf4i327CXAuNWN  Sources: Standard Deduction vs. Itemized Deductions: Which Is Better? https://turbotax.intuit.com/tax-tips/tax-deductions-and-credits/tax-deduction-wisdom-should-you-itemize/L8Ln7K0Gp  2025 Amounts Relating to Retirement Plans and IRAs, as Adjusted for Changes in Cost-of-Living https://www.irs.gov/pub/irs-drop/n-24-80.pdf    #Investments #FinancialPlanning #WealthManagement  _______________ Investment advisory services offered through Modern Wealth Management, LLC, a investment adviser registered. The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.

NOW PLAYING

A Retiree's Guide to Charitable Giving & Taxes in 2025

0:00 32:59

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

URL copied to clipboard!