This season we want to bring on our clients and share some of their stories of giving.
In this episode, Stephen Stricklin is joined by his client Bob. Bob and his wife Charlene are one of Wise Wealth’s clients involved in charitable giving. Stephen provides an overview of how qualified charitable distributions (QCDs) and required minimum distributions (RMDs) work in relation to charitable giving. Bob shares some of his personal stories about giving and how QCDs & RMDs tie into the overall conversation.
Stephen & Bob discuss:
Individual retirement accounts (IRAs), qualified charitable distributions (QCDs), and required minimum distributions (RMDs) and how they work
Bob shares his experiences dealing with IRAs, QCDs, RMDs and charitable giving
Why Bob and his wife Charlene take advantage of qualified charitable distributions
Charitable donations have tax benefits, but that’s not the primary reason you should be generous.
In this episode, Stephen Stricklin is joined by Evan Lange, president of the Midwest Region for The Signatry. Evan shares what makes giving so great, looks at tax deductions individuals receive when they make a donation and explains what a donor advised fund is.
The primary motivation for why people give
Giving appreciated property to charitable organizations
Why you should be itemizing your deductions
Using donor advised funds
Best funds to use for Charitable Donations after age 72
How to experience the joy, peace and purpose of giving
Evan Lange serves as the President of the Midwest Region for The Signatry. He works closely with financial advisors, attorneys, and business owners to develop strategies to minimize tax liability and maximize charitable giving. Evan is a licensed attorney and practiced law at top firms in Kansas City prior to joining The Signatry.
What does it mean to be free to give, serve, and to enjoy life in retirement?
In this episode, Stephen Stricklin explores the Wise Wealth mission statement and explains each component. He shares how Wise Wealth guides people to a happy retirement and what it means to be financially significant.
Understanding what it means to be free to give and free to serve
How the sequence of return risk can impact a happy retirement
What is the driving force behind planning for financial success