New Focus on Wealth with Chad Burton

You’ve heard my reasons why you should consider giving charities appreciated stocks or mutual funds over cash. If your tax situation has changed you may want to consider a Donor Advised Fund to get your tax deduction back.

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Holiday feelings are among us and people are making an effort to give to the less fortunate. While cash is accepted by every charity, it may be best to gift appreciated stocks or mutual funds. You could deduct the value you donated plus you wipe out the future capital gain tax. Today I look at how this gifting strategy has affected people in the USA. Also:
• Gaining exposure to dividend achievers
• Donor Advised Fund to accelerate tax deductions
• Money matters with your kids
• Retirement health
...more
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New Focus on Wealth with Chad BurtonBy Chad Burton
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