Artwork

A tartalmat a Steve Campbell & Travis Maus, Steve Campbell, and Travis Maus biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Steve Campbell & Travis Maus, Steve Campbell, and Travis Maus vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
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Supercharge Your Charitable Donations

32:06
 
Megosztás
 

Manage episode 429141348 series 2864884
A tartalmat a Steve Campbell & Travis Maus, Steve Campbell, and Travis Maus biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Steve Campbell & Travis Maus, Steve Campbell, and Travis Maus vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.

Want to get in touch? Send us a text!

In this episode, Steve and Travis discuss three ideas to supercharge your charitable donations and save on taxes.

The first idea is to use a donor-advised fund (DAF) to group your charitable donations together and take a larger deduction.

The second idea is to donate highly appreciated stocks instead of cash, which allows you to avoid capital gains taxes.

The third idea is to make qualified charitable distributions (QCDs) from your IRA, which can offset your required minimum distributions (RMDs) and reduce your taxable income.

These strategies can help you maximize your charitable deductions and keep more money in your pocket. #taxes #charitabledonations #taxplanning

________________________________________________________________

Join our Skool Community at https://www.skool.com/ditch-the-suits-9234. You can interact with us, ask questions and get additional resources.

Thanks to our sponsor, S.E.E.D. Planning Group! S.E.E.D. is a fee-only financial planning firm with a fiduciary obligation to put your best interest first. Schedule your free discovery meeting at www.seedpg.com

You can watch all episodes, as well as other great content produced by NQR Media through their YouTube channel at https://youtube.com/@NQRMedia

📧 For more information or to get in touch with us, visit https://www.ditchthesuits.com

👍🏼 You can also follow us on Facebook, Instagram and Twitter at @nqrmedia

______________________________________________________________

About Your Co-Hosts:

Travis Maus has been in financial services for over fifteen years. He is a Senior Wealth Manager and Chief Executive Officer at S.E.E.D. Planning Group.

Steve Campbell has over a decade of experience in the industry and serves as Chief Brand Officer at S.E.E.D. Planning Group.

  continue reading

Fejezetek

1. Supercharge Your Charitable Donations (00:00:00)

2. Maximizing Charitable Deductions for Financial Growth (00:00:07)

3. Maximizing Tax Benefits Through Charitable Giving (00:05:50)

4. Maximize Tax Benefits With Donor Funds (00:15:51)

5. Strategic Giving Through QCDs (00:22:27)

132 epizódok

Artwork
iconMegosztás
 
Manage episode 429141348 series 2864884
A tartalmat a Steve Campbell & Travis Maus, Steve Campbell, and Travis Maus biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Steve Campbell & Travis Maus, Steve Campbell, and Travis Maus vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.

Want to get in touch? Send us a text!

In this episode, Steve and Travis discuss three ideas to supercharge your charitable donations and save on taxes.

The first idea is to use a donor-advised fund (DAF) to group your charitable donations together and take a larger deduction.

The second idea is to donate highly appreciated stocks instead of cash, which allows you to avoid capital gains taxes.

The third idea is to make qualified charitable distributions (QCDs) from your IRA, which can offset your required minimum distributions (RMDs) and reduce your taxable income.

These strategies can help you maximize your charitable deductions and keep more money in your pocket. #taxes #charitabledonations #taxplanning

________________________________________________________________

Join our Skool Community at https://www.skool.com/ditch-the-suits-9234. You can interact with us, ask questions and get additional resources.

Thanks to our sponsor, S.E.E.D. Planning Group! S.E.E.D. is a fee-only financial planning firm with a fiduciary obligation to put your best interest first. Schedule your free discovery meeting at www.seedpg.com

You can watch all episodes, as well as other great content produced by NQR Media through their YouTube channel at https://youtube.com/@NQRMedia

📧 For more information or to get in touch with us, visit https://www.ditchthesuits.com

👍🏼 You can also follow us on Facebook, Instagram and Twitter at @nqrmedia

______________________________________________________________

About Your Co-Hosts:

Travis Maus has been in financial services for over fifteen years. He is a Senior Wealth Manager and Chief Executive Officer at S.E.E.D. Planning Group.

Steve Campbell has over a decade of experience in the industry and serves as Chief Brand Officer at S.E.E.D. Planning Group.

  continue reading

Fejezetek

1. Supercharge Your Charitable Donations (00:00:00)

2. Maximizing Charitable Deductions for Financial Growth (00:00:07)

3. Maximizing Tax Benefits Through Charitable Giving (00:05:50)

4. Maximize Tax Benefits With Donor Funds (00:15:51)

5. Strategic Giving Through QCDs (00:22:27)

132 epizódok

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