Retirement Starts Today

A Tax Break Worth the Hassle, Ep # 332


Listen Later

Some tax breaks aren’t worth the hassle of pursuing them, however, today’s example is definitely worth the hassle!

If you are charitably minded you’ll want to listen to learn about the advantages of making qualified charitable distributions. Discover how to increase your standard deduction while enjoying charitable tax benefits. 

Stick around for the listener question to hear a great way to start practicing spending your money when you have been over-flexing your savings muscle. 

Outline of This Episode
  • [2:22] The power of qualified charitable distributions
  • [5:56] How IRMAA thresholds work
  • [7:27] Three key takeaways
  • [12:41] How to convince your spouse that you have enough money to retire
Resources & People Mentioned
  • The Retirement Podcast Network
Connect with Benjamin Brandt
  • Get the Retire-Ready Toolkit:http://retirementstartstodayradio.com/
  • Follow Ben on Twitter:https://twitter.com/retiremeasap
  • Join the newsletter: https://retirementstartstodayradio.com/newsletter
  • Dive deeper into retirement planning with Ben at www.RetirementIncome.University

Subscribe to Retirement Starts Today on

Apple Podcasts,Stitcher,TuneIn,Podbean,Player FM,iHeart, orSpotify

...more
View all episodesView all episodes
Download on the App Store

Retirement Starts TodayBy Benjamin Brandt CFP®, RICP®

  • 4.5
  • 4.5
  • 4.5
  • 4.5
  • 4.5

4.5

448 ratings


More shows like Retirement Starts Today

View all
Sound Retirement Radio by Jason Parker

Sound Retirement Radio

437 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

773 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

734 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,277 Listeners

Retire Sooner with Wes Moss by Wes Moss

Retire Sooner with Wes Moss

432 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

508 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

559 Listeners

The NewRetirement Podcast by Steve Chen

The NewRetirement Podcast

183 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

545 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

784 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

151 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

526 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

715 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

163 Listeners

Retirement Answers by Jacob Duke, CFP®

Retirement Answers

99 Listeners