Host Mark Struthers CFA CFP® will give you tips and strategies to build wealth on your terms. Mark is a father; he knows how important balance is in our lives. Mark’s focus for the podcast is to give you the tools for well-balanced wealth building, realizing we all have goals beyond making money. Wealth has a different meaning for everyone.
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Host Mark Struthers CFA CFP® will give you tips and strategies to build wealth on your terms. Mark is a father; he knows how important balance is in our lives. Mark’s focus for the podcast is to give you the tools for well-balanced wealth building, realizing we all have goals beyond making money. Wealth has a different meaning for everyone.
Give More, Keep More: Tax-Smart Charitable Strategies for Retirees
The Healthy & Wealthy Retirement
20 minutes
2 weeks ago
Give More, Keep More: Tax-Smart Charitable Strategies for Retirees
The holiday season brings out our generous spirit, but are you giving in the smartest way possible?
In this episode, Certified Retirement Counselor Mark Struthers explains how to make your charitable giving more tax-efficient, emotionally rewarding, and financially sustainable through Donor-Advised Funds (DAFs) and Qualified Charitable Distributions (QCDs).
Mark breaks down the pros and cons of each, shares practical examples (including his famous “Pebbles Donor-Advised Fund”), and highlights how recent tax law changes, including the SALT cap increase and new charitable deduction rules, can impact your giving this year.
Listen in to learn how you can help others and strengthen your financial plan before year-end.
Curious about working with Mark? Go to:
https://www.videoask.com/fd9svtp2l
www.SonaWealthAdvisors.com
Subscribe to our Healthy & Wealthy newsletter: Subscribe here
Donor-Advised Fund | Charles Schwab
Fidelity Charitable
Vanguard Charitable
American Endowment Foundation
Disclosure:
Investment advisory services are offered through Sona Financial LLC (DBA Sona Wealth Advisors, Sona Wealth, Sona Wealth Management), an investment adviser registered in the state of MN. Sona Financial only offers investment advisory services where it is appropriately registered or exempt from registration and only after clients have entered into an investment advisory agreement confirming the terms of engagement and have been provided a copy of the firm’s ADV Part 2A brochure and document.
This video or article is for educational purposes only and is not exhaustive. Nothing discussed during this show/episode should be viewed as investment advice. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but is intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax, or financial advice. Please consult a legal, tax, or financial professional for information specific to your individual situation.
This content has not been reviewed by FINRA.
The Healthy & Wealthy Retirement
Host Mark Struthers CFA CFP® will give you tips and strategies to build wealth on your terms. Mark is a father; he knows how important balance is in our lives. Mark’s focus for the podcast is to give you the tools for well-balanced wealth building, realizing we all have goals beyond making money. Wealth has a different meaning for everyone.
