A Tax Break Worth the Hassle, Ep # 332

Retirement Starts Today

Nội dung được cung cấp bởi Benjamin Brandt CFP®, RICP® and Benjamin Brandt CFP®. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Benjamin Brandt CFP®, RICP® and Benjamin Brandt CFP® hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

9M ago 18:10

MP3•Trang chủ episode

Some tax breaks aren’t worth the hassle of pursuing them, however, today’s example is definitely worth the hassle!

If you are charitably minded you’ll want to listen to learn about the advantages of making qualified charitable distributions. Discover how to increase your standard deduction while enjoying charitable tax benefits.

Stick around for the listener question to hear a great way to start practicing spending your money when you have been over-flexing your savings muscle.

Outline of This Episode

[2:22] The power of qualified charitable distributions
[5:56] How IRMAA thresholds work
[7:27] Three key takeaways
[12:41] How to convince your spouse that you have enough money to retire

Resources & People Mentioned

The Retirement Podcast Network

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