LEVERAGING DONOR ADVISED FUNDS
In this episode, we'll dive into the world of Donor Advised Funds. Learn how this giving strategy can offer potential tax advantages and allow you to make a lasting impact on the causes you care about. Simplify your charitable giving and receive potential tax benefits by contributing to a donor-advised fund
In this 6 Part Series on Tax Strategies, discover the power of combining multiple tax strategies to potentially optimize your financial future. We’ve discovered over 60 different tax strategies that work well in retirement.
Stay tuned for more videos on each of the 5 most used tax reduction strategies that we’ve identified for retirees, and stick around for the last video where you will learn how combining them could potentially supercharge your tax savings.
If you have specific questions about your retirement and would like help getting answers, here is our Calendly link for a simple 15 minute complimentary phone call to speak with Nate. [ Ссылка ]
If you want to check out our services and other info about us, head on over to our website. [ Ссылка ]
OTHER RESOURCES
Many people have so many questions around Social Security, we have a webinar that goes over some of the most frequently asked questions. You can watch it here.
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You can read our blog;
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Check us out on Social Media at;
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Our podcast is Retirement Rescue Radio.
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We also have a YouTube channel for our podcast as well.
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Our BOOKS authored by Nate Miller can be found on Amazon at these links;
CPR Retirement Rescue
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Forced Into Retirement: Seven Decisions You Need to Make NOW!
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If you would like to get ahold of us or ask a question through email, send it to info@millerretirementgroup.com
#retirementstrategies #taxes #taxes2024 #socialsecurity #retirement #retirementplanning #retireearly #retirees #millerretirementgroup
This information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. None of the information contained herein shall constitute an offer to sell or solicit any offer to buy any investment or insurance product. All individuals should make their own evaluation of the firm and their services. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. Insurance products are offered through the insurance business Miller Retirement Group. Miller Retirement Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Miller Retirement Group are not subject to investment Advisor requirements. Investing involves risk, including the potential loss of principal. Any references to protection, safety, or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of issuing carrier. Miller Retirement Group is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Miller Retirement Group. Neither the firm nor its agents or representatives may give tax advice. Individuals should
consult with a qualified professional for guidance before making any purchasing decisions.
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