Financial Planning Charitable Giving

Financial Perspectives: Two Ideas for Year-End Tax Savings

Kent Kramer

Kent Kramer , CFP®, AIF®

11/11/24

Two Ideas for Year-End Tax Savings | Financial Perspectives

In this special edition of Financial Perspectives, Kent Kramer is joined by Foster Group advisors Marcus Iwig and Caleb Brown as they share essential year-end tax planning tips. Discover how to make tax-efficient charitable donations from your IRA, maximize deductions by combining multiple years of giving, and convert pre-tax retirement accounts to Roth IRAs.

0:00 – Introduction

1:10 – Qualified Charitable Distribution (QCD)

7:48 – Bunching Gifts

12:14 – Roth Conversions

21:10 – Closing Thoughts

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