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Tax-Efficient Charitable Giving Strategies | Retire Early & Maximize Returns
In this Christmas Eve episode of the Retire Early Return Out Podcast, hosted by Hunter Kelly of Palm Valley Wealth Management, explore four tax-efficient ways to donate to your favorite charities. Learn about donor-advised funds, qualified charitable distributions (QCDs), donating appreciated assets, and charitable trusts. Discover how these strategies can help you meet your financial goals and maximize your tax deductions. Hunter also invites listeners to share their favorite charities on YouTube. Note: This podcast is for educational purposes only and not a substitute for professional advice.
00:00 Welcome to the Retire Early Podcast
00:06 Introduction to Tax-Efficient Giving
01:13 Donor Advised Funds Explained
04:35 Qualified Charitable Distributions (QCDs)
07:40 Gifting Appreciated Assets
08:47 Understanding Charitable Trusts
15:34 Conclusion and Holiday Wishes
Check out the Palm Valley Wealth Management WebsitePalmValleywm.com)Check us out on Instagram)LinkedIn) Facebook)Listen to the Podcast Here! Apple)Spotify)
