Federal Employees Retirement & Benefits Podcast by CD Financial
Charles Dzama
216 episodes
3 days ago
Discover how charitable donations can maximize your tax benefits and support causes you care about. In this video, we unpack: Strategies for effective charitable giving Tax deductions for retirees and business owners Donor-advised funds and philanthropy tips Common mistakes to avoid when giving IRS rules and documentation best practices Key Links & Resources: Book a FREE 15-minute call: https://calendly.com/charlesdzama/complimentary-15-minute-phone-call-youtube Subscribe for weekly t...
All content for Federal Employees Retirement & Benefits Podcast by CD Financial is the property of Charles Dzama and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Discover how charitable donations can maximize your tax benefits and support causes you care about. In this video, we unpack: Strategies for effective charitable giving Tax deductions for retirees and business owners Donor-advised funds and philanthropy tips Common mistakes to avoid when giving IRS rules and documentation best practices Key Links & Resources: Book a FREE 15-minute call: https://calendly.com/charlesdzama/complimentary-15-minute-phone-call-youtube Subscribe for weekly t...
Federal Employees Retirement & Benefits Podcast by CD Financial
28 minutes
1 month ago
Will You Have Enough Money to Retire?
Don’t run out of money before you run out of life—build a written retirement income plan you can count on. Large, poorly timed withdrawals and RMD surprises can wreck a portfolio—separate income from growth and let a tax plan, not emotions, drive your decisions. 🔗 LINKS & RESOURCES 👉 Schedule a free 15-minute call https://calendly.com/charlesdzama/complimentary-15-minute-phone-call-youtube Newsletter: https://cdfinancial.com/newsletter Free Resources Library: https://cdfinancial.com/res...
Federal Employees Retirement & Benefits Podcast by CD Financial
Discover how charitable donations can maximize your tax benefits and support causes you care about. In this video, we unpack: Strategies for effective charitable giving Tax deductions for retirees and business owners Donor-advised funds and philanthropy tips Common mistakes to avoid when giving IRS rules and documentation best practices Key Links & Resources: Book a FREE 15-minute call: https://calendly.com/charlesdzama/complimentary-15-minute-phone-call-youtube Subscribe for weekly t...
