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Tax Saving Strategies through Charitable Giving

Senior Financial Planner, Brian Sauter, CFP®, AIF®, reviews three strategies for charitable giving and how to maximize your tax deductions. FREE GUIDE | Charitable Giving: Steps on Informed Giving Transcript There are several ways that you can donate to charity. You can use cash or check, appreciated stock or real estate, clothing, household items, vehicles […]

30
NOV
2022
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Should Young People Save for Retirement?

New research says some young people shouldn’t save for retirement. Find out what Joe and Big Al think about that. Plus, is it tax fraud if you re-file your taxes to take advantage of new student loan forgiveness? Should you invest in CDs instead of bonds, since both stocks and bonds are getting crushed right now? How can you consolidate your stock portfolio to minimize capital gains tax? Also, charitably inclined YMYW listeners want to know how to use donor-advised funds when spitballing tax planning around an IPO, and whether to do more Roth conversions or more qualified charitable distributions. 

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25
OCT
2022
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What to Do When You Own Too Much of One Stock

If your portfolio is overweighted in one or two individual stocks, here are some ways to diversify those concentrated stock positions. Is using a donor-advised fund a good choice? Plus, how does the IRS know if a required minimum distribution is a qualified charitable distribution? From which pool of money should you pull extra retirement income? Also, structured notes, and paying Grandma for daycare without impacting taxes on her pension – lump sum or monthly payments? Finally, the fellas provide their thoughts on starting a career in financial planning.

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10
AUG
2021
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Charitable Giving and Roth Conversion Retirement Tax Strategies

How to make the most of a retirement strategy that involves a thrift savings plan, Roth IRA conversions, and charitable giving from a donor-advised fund. (Or maybe a QCD instead.) Also, how to calculate multi-year Roth conversions, and do you lose compound interest when doing Roth conversions? Plus, Joe and Big Al’s thoughts on closed-end […]

16
MAR
2021
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Monthly Retirement Pension Vs. Lump Sum Payment: How to Choose

Choosing the pension lump sum or monthly payment: let it ride, roll it, or annuitize it? Plus, spitball analyses involving the 72(t) tax election, a donor-advised fund, 529 plans, and early retirement. Also, is growth on after-tax 401(k) contributions tax-free? How much of the portfolio should be in tax-free, taxable, and tax-deferred accounts? How does […]

09
MAR
2021
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4 Roth Conversion Options for Tax-Free Portfolio Growth

Trump tax cuts are slated to sunset in 2025, but the House has passed the GOP bill to make them permanent. Life insurance settlements, or “Death Bonds,” are being offered as a “solution” to senior bankruptcies. Four different Roth conversion options to avoid a tax bracket jump, with a caveat. And answers to your questions: […]

09
OCT
2018
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