
Sign up to save your podcasts
Or


As you plan to live your ideal retirement, you may want to share your good fortune with others who are less fortunate.
🎥 See a video recap here
Giving is incentivized through the tax code, so being charitably inclined can also help to reduce your tax liability.
In retirement, there are many ways to map out your charitable giving to take full advantage of the tax benefits. This is why, we discuss ways to capitalize on those opportunities while meeting your charitable goals.
Listen in to learn how to enhance your today and enrich your tomorrow while giving intentionally.
What You'll Learn In This Episode*****
📬 Tips each month to help you reach your Ideal Retirement. Subscribe to the Financial Symmetry newsletter and receive a free Mega-backdoor Roth guide.
📰 See the full show notes here
🎯 Subscribe to not miss future episodes here
By Chad Smith, CFP® and Mike Eklund, CFP®4.6
4747 ratings
As you plan to live your ideal retirement, you may want to share your good fortune with others who are less fortunate.
🎥 See a video recap here
Giving is incentivized through the tax code, so being charitably inclined can also help to reduce your tax liability.
In retirement, there are many ways to map out your charitable giving to take full advantage of the tax benefits. This is why, we discuss ways to capitalize on those opportunities while meeting your charitable goals.
Listen in to learn how to enhance your today and enrich your tomorrow while giving intentionally.
What You'll Learn In This Episode*****
📬 Tips each month to help you reach your Ideal Retirement. Subscribe to the Financial Symmetry newsletter and receive a free Mega-backdoor Roth guide.
📰 See the full show notes here
🎯 Subscribe to not miss future episodes here

444 Listeners

809 Listeners

1,291 Listeners

536 Listeners

751 Listeners

544 Listeners

673 Listeners

196 Listeners

578 Listeners

820 Listeners

203 Listeners

147 Listeners

1,053 Listeners

184 Listeners

103 Listeners