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Money Talk Podcast, Friday, Nov. 24, 2017

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Landaas & Company newsletter  December edition now available.

Advisors on This Week’s Show

Bob Landaas

Kyle Tetting

Marc Amateis

(with Max Hoelzl and Joel Dresang)

A Special Thanksgiving  Podcast on Giving

Listen to a discussion of wise moves investors can consider when planning to charitably share their wealth. Among the topics:

  • Gifting appreciated securities
  • Qualified charitable distributions
  • Charitable gift annuities
  • Donor-advised funds

Learn more
Bigger bang for the charitable buck, by Chris Evers
Expressing gratitude, a Money Talk Video with Bob Landaas
IRS Publication 526, Charitable Contributions
Charitable Contributions, IRS Tax Topic
An IRS FAQ on qualified charitable distributions from IRAs

Online guides for scrutinizing charities:

(initially posted November 22, 2017)

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