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Are you unknowingly leaving money on the table with your charitable giving? Join us as we describe tax-saving strategies that maximize your impact while keeping your hard-earned dollars in your pocket. Discover why checks may not always be the best option for gifting and why understanding your chess pieces when it comes to giving is crucial.

Did you know that you can maximize your charitable giving by utilizing your retirement accounts? We explain the benefits of sending money directly from your retirement account to a charity and share insights on Qualified Charitable Donations. Learn how charitable giving through RMDs can significantly reduce the amount of taxes you owe. We also dive into the importance of having a financial planner who understands taxes and capital gains to guide you through this often-overlooked process.

Lastly, we tackle estate planning and beneficiaries, exploring the tax implications of splitting money between your kids and charity, as well as the consequences of leaving money to charity through a will. Uncover the potential for tax savings if the money is given to charity outside of a will and why it's essential to understand the people who are helping you with your estate and financial planning. Don't miss this game-changing conversation packed with invaluable insights on how to make the most of your charitable giving!

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Thanks to our sponsor, S.E.E.D. Planning Group! S.E.E.D. is a fee-only financial planning firm with a fiduciary obligation to put your best interest first. Schedule your free discovery meeting at www.seedpg.com

You can watch all episodes, as well as other great content produced by NQR Media through their YouTube channel at https://youtube.com/@NQRMedia

📧 For more information or to get in touch with us, visit https://www.ditchthesuits.com

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About Your Co-Hosts:

Travis Maus has been in financial services for over fifteen years. He is a Senior Wealth Manager and Chief Executive Officer at S.E.E.D. Planning Group.

Steve Campbell has over a decade of experience in the industry and serves as Chief Brand Officer at S.E.E.D. Planning Group.