Episode 90: Exploring The Path of Charitable RMDs & Gifting - With Shane Perry

Your Retirement Solution Podcast

תוכן מסופק על ידי Jim Black. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Jim Black או שותף פלטפורמת הפודקאסט שלו. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

3y ago 22:42

MP3•בית הפרקים

סדרה בארכיון ("עדכון לא פעיל" status)

When? This feed was archived on September 02, 2022 14:46 (1+ y ago). Last successful fetch was on July 27, 2022 20:04 (1+ y ago)

Why? עדכון לא פעיל status. השרתים שלנו לא הצליחו לאחזר פודקאסט חוקי לזמן ממושך.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

In simple words, a charitable Required Minimum Distribution is still an RMD but the only difference is that you are also directing it to a charity.

In this episode, The Retirement Solution’s associate planner, Shane Perry sheds some light on all things charitable RMDs and gifting to help you understand its different financial components before you pass it down to your heirs and beneficiaries.

You will learn:

Who can opt for an RMD and what are the new age-related updates?
Rules for those considering a Qualified Charitable Distribution (QCD)
How to redirect an RMD to a Donor Advised Fund
Tax considerations around gifting and reasons why people should gift assets while alive
How are families using and approaching conversations around charitable RMDs and gifting?
And more!

Listen today and discover everything you need to know about charitable RMDs and gifting!

Resources: The Retirement Solution: 888-500-5830 | Shane Perry

DA-001913.1

100 פרקים

#Jim Black #Trading #Business