#115 - How to give to charities tax-efficiently

Update: 2024-09-05

Description

Andy summarizes the tax-related concepts to know when giving to charities, and summarizes a few ways in which to make your charitable donations as tax-efficient for you as possible

Links in this episode:

IRS Publication 526 - here
My YouTube video - How to Give to Charities Tax Efficiently
My YouTube video - Overview of Federal Income Taxation

Tenon Financial monthly e-newsletter - Retirement Planning Insights
Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
Retirement Planning Education website - www.RetirementPlanningEducation.com

To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com

Comments

Top Podcasts

The Best New Comedy Podcast Right Now – June 2024 The Best News Podcast Right Now – June 2024 The Best New Business Podcast Right Now – June 2024 The Best New Sports Podcast Right Now – June 2024 The Best New True Crime Podcast Right Now – June 2024 The Best New Joe Rogan Experience Podcast Right Now – June 20 The Best New Dan Bongino Show Podcast Right Now – June 20 The Best New Mark Levin Podcast – June 2024

In Channel

#116 – Retirement planner chat, with Roger Whitney from the Retirement Answer Man podcast

2024-09-1201:36:40

#115 - How to give to charities tax-efficiently

2024-09-0555:44

#114 – Retirement planner chat, with me...Andy Panko from Tenon Financial

2024-08-2901:54:44

#113 - Q&A edition...how to find a retirement tax planner, Medicare premium surcharges, bullet maturity bond ETFs and MORE!

2024-08-2254:46

#112 – Retirement planning chat with a "real" person, Jane

2024-08-1540:39

#111 – Retirement planner chat, with Victor Medina from Palante Wealth

2024-08-0801:27:12

#110 1/2 - ONE MORE pro of rolling over employer plans (like a 401(k)) to an IRA

2024-08-0510:00

#110 - Pros and cons of rolling over employer plans [like a 401(k)] to an IRA

2024-08-0101:05:22

#109 - Q&A edition...how to know if your 401(k) is good, how much tax to withhold from Social Security, should you invest in International stocks and MORE!

2024-07-2543:43

#108 – Retirement planning chat with "real" people, Ali & Alison Walker

2024-07-1801:38:27

#107 – Retirement planner chat, with Mike Powers from Manuka Financial

2024-07-1101:51:51

#106 - How to decide the optimal time to start your Social Security benefits

2024-07-0443:25

#105 - Q&A edition... having mortgages in retirement, understanding Medicare coinsurance, when to consider long term care insurance and MORE!

2024-06-2754:59

#104 – Retirement planning chat with a "real" person, Laura Maione

2024-06-2001:11:07

#103 – Retirement planner chat, with Angie Furubotten-LaRosee from Avea Financial Planning

2024-06-1301:33:48

#102 - Highlights of the 2024 Social Security Trustees Report

2024-06-0640:13

#101 - Q&A edition...Choosing a custodian, 401(k) contribution limits, gift tax exclusion limits and MORE!

2024-05-3034:24

#100 – 100th episode celebration!!! Andy's 100 words of retirement planning wisdom

2024-05-2301:30:56

#099 – Retirement planning chat with a "real" person, Al DiSalvio

2024-05-1601:02:45

#098 – Retirement planner chat, with Lauren Hunt from Daybreak Wealth Management

2024-05-0901:13:01

00:00

#115 - How to give to charities tax-efficiently

#box-pro-ellipsis-172666529067583{-webkit-line-clamp:2;}#115 - How to give to charities tax-efficiently

#115 - How to give to charities tax-efficiently

#115 - How to give to charities tax-efficiently