Gifting To Family & Charity For Year-end Tax Planning

New Focus on Wealth with Chad Burton

Chad Burton에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Chad Burton 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

11M ago 34:43

MP3•에피소드 홈

In this podcast episode, Chad & Rob cover the topic of gifting to family and charity for year-end tax planning. Chad emphasizes the importance of doing a long-term cashflow projection and considering the potential taxes that need to be paid when drawing from retirement accounts. Burton explains that individuals can gift to as many people as they want, but exceeding $17,000 to a single person requires filing a gift tax return. He also discusses the estate tax exemption and how gifting can help reduce the taxable estate.

Timestamps:

[00:01:52] Gifting rules and tax implications.

[00:03:48] Gifting to reduce estate tax.

[00:07:37] Setting up spousal lifetime access trusts.

[00:11:11] Health and fitness advice.

[00:14:39] Giving from IRA to charity.

[00:17:59] Donor-advised fund.

[00:21:01] Tax deductions for charitable giving.

[00:24:29] Charitable remainder trust and donor advised funds.

[00:29:08] Tax loss harvesting.

[00:32:39] Lower taxes for longer.

[00:34:06] Accumulating wealth and financial planning.

Email your money question to chad@chadburton.com

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

105 에피소드