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Generosity - Tithing - Legacy

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Manage episode 384808866 series 3468502
Content provided by Akers Financial Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Akers Financial Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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Brian and Jeff discuss the significance of generosity, tithing, and legacy in retirement planning. They emphasize the importance of giving back to the community and understanding where one's money goes, while also highlighting tax benefits of giving in retirement years. They also discuss strategies for maximizing charitable giving and legacy planning, including donor advised funds, private foundations, and ESG investing. Additionally, they discuss the age at which individuals can take distributions from their retirement accounts and the qualified charitable distribution rule, and provide tips for managing tax liability through strategic charitable giving.
https://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20description

  continue reading

152 episodes

Artwork
iconShare
 
Manage episode 384808866 series 3468502
Content provided by Akers Financial Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Akers Financial Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Send us a Text Message.

Brian and Jeff discuss the significance of generosity, tithing, and legacy in retirement planning. They emphasize the importance of giving back to the community and understanding where one's money goes, while also highlighting tax benefits of giving in retirement years. They also discuss strategies for maximizing charitable giving and legacy planning, including donor advised funds, private foundations, and ESG investing. Additionally, they discuss the age at which individuals can take distributions from their retirement accounts and the qualified charitable distribution rule, and provide tips for managing tax liability through strategic charitable giving.
https://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20description

  continue reading

152 episodes

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