The Savvy Philanthropist

Episode #53 - Retirement Account Beneficiary Designations


Listen Later

This week's episode explores the most tax-efficient way under current US law to make a charitable gift from your estate. Spoiler! It's the beneficiary designation on your qualified retirement account.

Website: www.thesavvyphilanthropist.podbean.com

LinkedIn: https://www.linkedin.com/in/kirk-ross/

X: @rossplan

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

The Savvy PhilanthropistBy Kirk Ross