Tax Efficient Planning

Show aired on January 22nd, 2022

In this episode of Talking Money, Mike answers questions related to tax planning and more:

• Can you itemize deductions? What are the different thresholds for being able to itemize?
• What is “bunching deductions” and how does that work?
• What about using a donor advised fund for charitable giving?
• Why doesn’t it work to put municipal bond funds inside of an IRA?
• How could  the increase in gift tax exclusion change what I choose to give to my children?
• What are some ways to set up beneficiaries when you have been married more than once?
• How can you get money from your spouse’s account if they become incapacitated?
• What are some other beneficiary considerations people need to keep in mind?

Listen on iTunes Listen on Stitcher Listen on Google Listen on Amazon

beneficiariesCharitable GivingTax Planning

---

Have a question or comment? Send us a note.

---

Though Mike Miller is an employee of Ronald Blue Trust, Talking Money^® represents his individual views, and not those of his employer or any other sponsor of the program. During the program, Mike may discuss market trends as well as specific financial planning techniques and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations to any individual or organization. Work with your attorney, or accounting, or investment professional for specific individual advice and services. Any securities or investment products discussed on Talking Money® are not insured by the FDIC, are not a deposit or other obligation of or guaranteed by any bank, and are subject to investment risk, including possible loss of principal amount invested. Some shows contain time sensitive material that should not be relied upon without verifying.

Ask Mike A Question