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Tax-saving strategies for making the most of your charitable gifts
Manage episode 328832971 series 2851814
EPISODE SUMMARY
Jordan Arndt takes the lead in this episode to discuss some unique ways that you can give to charity to maximize your tax savings and maximize your charitable gifts. If you have questions for Jordan, please feel free to email him at Jordan@ennsbaxter.com
Build your financial plan with Evan
✅ DOWNLOAD MY FREE RETIREMENT READINESS CHECKLIST
TOPICS IN THIS EPISODE
1. Donating stocks, mutual funds or ETFs
2. Donor-advised funds and why they could be a better option than a personal foundation
3. Making gifts of life insurance
OTHER EPISODES
7. Tax Basics and “The Next Bracket” Myth
14. How to File Your Taxes in 2021 Featuring Luke Hergott, CPA
41. Reduce Your Taxes with Deductions and Credits
If you enjoy listening to the podcast, please leave a 5-star review on Apple Podcasts
Start the Find Your Focus Quiz to learn where you should be focusing your time and effort with your money.
--
TAX CHANGES: Budget 2024
XEQT vs VEQT. Which ETF is better?
Connect With Evan
136 odcinków
Manage episode 328832971 series 2851814
EPISODE SUMMARY
Jordan Arndt takes the lead in this episode to discuss some unique ways that you can give to charity to maximize your tax savings and maximize your charitable gifts. If you have questions for Jordan, please feel free to email him at Jordan@ennsbaxter.com
Build your financial plan with Evan
✅ DOWNLOAD MY FREE RETIREMENT READINESS CHECKLIST
TOPICS IN THIS EPISODE
1. Donating stocks, mutual funds or ETFs
2. Donor-advised funds and why they could be a better option than a personal foundation
3. Making gifts of life insurance
OTHER EPISODES
7. Tax Basics and “The Next Bracket” Myth
14. How to File Your Taxes in 2021 Featuring Luke Hergott, CPA
41. Reduce Your Taxes with Deductions and Credits
If you enjoy listening to the podcast, please leave a 5-star review on Apple Podcasts
Start the Find Your Focus Quiz to learn where you should be focusing your time and effort with your money.
--
TAX CHANGES: Budget 2024
XEQT vs VEQT. Which ETF is better?
Connect With Evan
136 odcinków
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