• The Crucial Ingredients Of Successful Giving: Timing, Application And Credit (At Least From A Tax Perspective)

  • Dec 29 2021
  • Length: 13 mins
  • Podcast

The Crucial Ingredients Of Successful Giving: Timing, Application And Credit (At Least From A Tax Perspective)

  • Summary

  • Charitable giving comes from the heart and soul of the giver. The impact of the gift comes from the timing and the application of the recipient. We believe in being Better Givers, meaning that you get all the credit for the gift from a tax perspective. Maximized charitable gifting is a combination of investment planning, tax planning, and timing. We will work to make you a better Giver on Consider This Program today.

    Check out this article for more information yourlifeafterwork.com/charitable-giving-during-retirement

    Call 800-928-4001 or email us at talktofeg@yourlifeafterwork.com to schedule your complimentary Next Steps meeting today.

     

    Connect with Financial Enhancement Group:

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    Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits

    Visit our website at www.yourlifeafterwork.com

     

    We would love to answer your questions on air!

    Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

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