The Basics of Charitable Giving: Cash, Stocks, IRAs (Ep. 27)

The MedTech Wealth Advisor Podcast

07-11-2024 • 29 mins

Are you making the most of your contributions? This week, Matt Nelson and Jacob LaRue explore the essentials of charitable giving, focusing on how to align charitable contributions with financial goals while optimizing tax savings.  The episode outlines the importance of prioritizing values over tax savings, covers key methods of giving, and provides strategies for …

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