Integrating Charitable Giving Into Your Retirement Plan (Ep. 19)

The Retirement Engineer with Jim Kruzan - Your Path to a Bigger, Bolder Retirement

05-12-2023 • 40 mins

Charitable giving not only feels good and leaves a positive impact on the world, but it can also provide financial advantages for retirees. In this episode, Jim Kruzan, CFP®, CRPC®, uncovers multiple strategies to weave charitable giving into your retirement and estate planning. Whether you want to maximize your tax benefits or leave a …

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