A Retiree's Guide to Charitable Giving & Taxes in 2025

Education Center: https://bit.ly/49DibGj  Meet with Us: https://bit.ly/3Kr8joL  Retirement Checklist: https://bit.ly/49GY8XB  Tax Reduction Strategies: https://bit.ly/3LVs9Jr  Subscribe on YouTube to Catch our Videos:  https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  What Is a QCD? Qualified Charitable Distributions - America's Wealth Management Show https://youtu.be/vpdl1ZUlcNc?si=osuc1VAoiAKcFNYE  The Impact of the One Big Beautiful Bill on Your Retirement https://youtu.be/ze1sYnh_VR8?si=Me3T2uhrSxPuJUrY  Healthcare Costs for 2026: What You Need to Know https://youtu.be/JVOnl_AKQoQ?si=TijZekzNf_j3tJxy  What Is Modified Adjusted Gross Income? (MAGI) https://youtu.be/PmfNAwK6B9s?si=bU7YMnfEYcqrr3mi  What are the Rules for RMDs on Inherited IRAs? https://youtu.be/43TvJ4lkyMk?si=29zf4i327CXAuNWN  Sources: Standard Deduction vs. Itemized Deductions: Which Is Better? https://turbotax.intuit.com/tax-tips/tax-deductions-and-credits/tax-deduction-wisdom-should-you-itemize/L8Ln7K0Gp  2025 Amounts Relating to Retirement Plans and IRAs, as Adjusted for Changes in Cost-of-Living https://www.irs.gov/pub/irs-drop/n-24-80.pdf    #Investments #FinancialPlanning #WealthManagement  _______________ Investment advisory services offered through Modern Wealth Management, LLC, a investment adviser registered. The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.

There are no comments yet.

Please log in to write the first comment.