Retirement Made Simple

A Few Missings Words Can Cost You a Massive Tax Deduction


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The IRS recently disallowed a charitable donation, because the donor was missing just a few simple words. And it turns out a lot of donors are making the exact same mistake. In this video I'll walk through the mistake a widow made that cost her a $464,000 tax deduction because her tax paperwork lacked a few key words and tell you how to avoid the same mistake. We'll walk through the key things you need to know whether you're contributing $500 or $500,000.00.

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Retirement Made SimpleBy Kevin Lum, CFP®

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