Giving to charity feels great, but did you know it can also save you money on your taxes? In this video, we explore three powerful tax hacks to help you maximize your generosity while minimizing your tax burden. Whether you’re donating through a donor-advised fund, gifting stock, or leveraging qualified charitable distributions (QCDs), these strategies are tailored to help you give smarter.
Here’s what you’ll learn:
1️⃣ *Donor-Advised Funds* – How to bunch donations for bigger tax deductions while supporting your favorite causes on your schedule.
2️⃣ *Stock Donations* – Why giving appreciated stock can save you capital gains taxes and boost your tax deduction.
3️⃣ *Qualified Charitable Distributions (QCDs)* – A game-changing option for those 70.5+ to donate directly from an IRA and lower taxable income.
The QCD option can save retirees significant taxes, especially those in higher brackets or drawing Social Security.
If you’re over 60, thinking about retirement, or simply passionate about making a difference, this video is designed to help you understand how to give more effectively while keeping Uncle Sam at bay.
👉 Watch now to discover how to support the causes you care about AND save on your taxes!
Want more ways to lower your tax bill? Watch this video: [ Ссылка ]
Chapters:
0:00 3 Charity Giving Tax Hacks
0:20 Hack 1 - Donor Advised Fund
3:09 Hack 2 - Give Stock, Not Money
6:39 Hack 3 - Qualified Charitable Distribution (QCD)
10:57 More Tax Hacks
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Maximize Your Retirement Income!
Lower Your Lifetime Tax Bill
Avoid Mistake with Your Pension
Get the Most out of Social Security
Don’t miss out on the money you deserve in retirement – just because you got the timing wrong!
If you’re trying to find the answers to these questions:
- How do I get the most money out of my Social Security & Pension?
- How do I lower my lifetime tax bill?
- How do I turn my $500k+ retirement savings into retirement income?
Then schedule an intro call with the team at Keil Financial Partners:
[ Ссылка ]
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Jeremy Keil, aka “Mr. Retirement” and Keil Financial Partners offer retirement planning services focused on retirement income and tax planning, Social Security and pension claiming decisions, health & life insurance analysis and estate planning strategies.
For important disclosures, see www.keilfp.com/important-disclosures
