Retirement Quick Tips with Ashley

Year-End Tax-Saving Giving Tips | Recap + Highlights - Ep. 371


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It’s Sunday, which means...It’s recap time! 

The theme for this week was: year-end tax-saving giving tips. How you can be generous, do good, and cut your tax bill all at the same time! 

Hopefully after listening to the tips this week, you are inspired to give more and be more thoughtful with your giving. If you plan ahead and understand how certain types of giving have the potential to save you a boatload in taxes, compared to giving the same amount, but in a less tax-efficient way, you will be more likely to make better informed decisions. 

Here’s what we covered in each episode this week: 

  • The Unexpected Benefits of Giving
  • How To Use Charitable Bunching to your advantage
  • Using Donor-advised funds to multiply your giving
  • The problem with donating cash
  • And...a smarter way to withdraw money from your IRA

If you missed any of these episodes or if you want to revisit any of them, you can find them on iTunes, Spotify, or Google Play by searching for the “One Minute Retirement Tip with Ashley”. 

Tomorrow we’re starting a brand new theme: Behavioral Finance. Have you ever wondered how your psychology, upbringing, and biases impact your financial decision making? You may be making some serious mistakes when it comes to your money, because of how you think and how you see the world, so I’m going to shed light on some of the most common behavioral finance concepts to help you better understand what influences your financial decisions, so you can make better financial decisions. 

That’s it for this week! Thanks for listening and I hope you have a blessed Sunday! 

My name is Ashley Micciche and this is the “One Minute Retirement Tip”.

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>>> Check out our blog: https://truenorthretirementadvisors.com/blog/

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Tags: retirement, investing, money, finance, financial planning, retirement planning, saving money, personal finance, wealth management, fee only financial advisor, financial planner, financial podcast, retirement podcast, financial independence podcast, charitable donations, charitable donations 2018, charitable donations tax deduction, tax cuts and jobs act, 2019 charitable deduction rules, charitable giving rules 2019, charitable donations 2019, how much do people give to charity, donations tax deduction, new tax bill charitable deductions, donor advised funds, charitable bunching

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Retirement Quick Tips with AshleyBy Ashley Micciche

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