Tag: tax savings

Charitable Giving Strategies In Retirement

“Don’t do that. That’s the worst way to do it.” What was I talking about?  Charitable giving. My client was writing checks to his church directly from his personal account. Admirable, but he was doing it with after-tax income when he had several better options available. These alternatives would benefit the church just as much…
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How to save on taxes in retirement

Is It Possible to Save on Taxes in Retirement?

Is it possible to save on taxes in retirement? Yes, with non-qualified assets. Review this case study to see how.