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Here's One More Tax Move to Make Before 2025

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Manage episode 455929102 series 3428540
Innhold levert av Lucia Capital Group. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Lucia Capital Group eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

We're nearing the end of the year, and while there's not a whole lot left that you can do to perhaps improve your tax situation for this year, there actually is one more thing you may be able to accomplish before 2025.
It's called a QCD - or Qualified Charitable Distribution. If you're at least 70 1/2 years old, and you're charitably inclined, this technique may allow you to save even more on your tax bill this year.
Learn more about this little-known tax move, and find out what the new tax, IRA, and Social Security limits are for 2025 with host Johnny Dean and Rick "The Professor" Plum, CFP® on this week's episode of Managing Your Financial Future!

  continue reading

208 episoder

Artwork
iconDel
 
Manage episode 455929102 series 3428540
Innhold levert av Lucia Capital Group. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Lucia Capital Group eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

We're nearing the end of the year, and while there's not a whole lot left that you can do to perhaps improve your tax situation for this year, there actually is one more thing you may be able to accomplish before 2025.
It's called a QCD - or Qualified Charitable Distribution. If you're at least 70 1/2 years old, and you're charitably inclined, this technique may allow you to save even more on your tax bill this year.
Learn more about this little-known tax move, and find out what the new tax, IRA, and Social Security limits are for 2025 with host Johnny Dean and Rick "The Professor" Plum, CFP® on this week's episode of Managing Your Financial Future!

  continue reading

208 episoder

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