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Content provided by Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP®. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP® or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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Gift Smarter: Tax-Wise Giving to Family and Charity

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Manage episode 515193862 series 3404044
Content provided by Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP®. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP® or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth

In this episode of Retire Smarter, Tyler Emrick, CFA®, CFP®, breaks down how to gift smarter — whether your goal is to support family or give back to charity.

With the One Big Beautiful Bill Act (OBBBA) reshaping charitable deductions starting in 2026, now is the time to rethink your strategy. Tyler explains why cash may not be the best asset to give, how Donor-Advised Funds (DAFs) and Qualified Charitable Distributions (QCDs) can maximize your tax efficiency, and what to know about new AGI floors and deductions.

If you want to make your generosity go further — for your loved ones, your favorite causes, and your long-term financial plan — this episode will help you do just that.

Here’s some of what we discuss in this episode:

💸 Cash isn’t king – Gifting appreciated assets can save you (and your kids) significant taxes.

🎁 Donor-advised funds – Get the deduction now, give later, and simplify your recordkeeping.

🙌 QCD advantage – Over 70½? Give directly from your IRA and reduce taxable income.

🧮 Annual limits – Gift up to $19,000 per person (or $38,000 per couple) tax-free each year.

👨‍👩‍👧 Family strategy – Thoughtful planning builds multi-generational wealth and avoids tax traps.

Have questions?

Need help making sure your investments and retirement plan are on track? Click to schedule a free 20-minute call with one of True Wealth's CFP® Professionals.

http://bit.ly/calltruewealth

  continue reading

182 episodes

Artwork
iconShare
 
Manage episode 515193862 series 3404044
Content provided by Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP®. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP® or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth

In this episode of Retire Smarter, Tyler Emrick, CFA®, CFP®, breaks down how to gift smarter — whether your goal is to support family or give back to charity.

With the One Big Beautiful Bill Act (OBBBA) reshaping charitable deductions starting in 2026, now is the time to rethink your strategy. Tyler explains why cash may not be the best asset to give, how Donor-Advised Funds (DAFs) and Qualified Charitable Distributions (QCDs) can maximize your tax efficiency, and what to know about new AGI floors and deductions.

If you want to make your generosity go further — for your loved ones, your favorite causes, and your long-term financial plan — this episode will help you do just that.

Here’s some of what we discuss in this episode:

💸 Cash isn’t king – Gifting appreciated assets can save you (and your kids) significant taxes.

🎁 Donor-advised funds – Get the deduction now, give later, and simplify your recordkeeping.

🙌 QCD advantage – Over 70½? Give directly from your IRA and reduce taxable income.

🧮 Annual limits – Gift up to $19,000 per person (or $38,000 per couple) tax-free each year.

👨‍👩‍👧 Family strategy – Thoughtful planning builds multi-generational wealth and avoids tax traps.

Have questions?

Need help making sure your investments and retirement plan are on track? Click to schedule a free 20-minute call with one of True Wealth's CFP® Professionals.

http://bit.ly/calltruewealth

  continue reading

182 episodes

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