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Here's One More Tax Move to Make Before 2025
Manage episode 455929102 series 3428540
Lucia Capital Group द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Lucia Capital Group या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
We're nearing the end of the year, and while there's not a whole lot left that you can do to perhaps improve your tax situation for this year, there actually is one more thing you may be able to accomplish before 2025.
It's called a QCD - or Qualified Charitable Distribution. If you're at least 70 1/2 years old, and you're charitably inclined, this technique may allow you to save even more on your tax bill this year.
Learn more about this little-known tax move, and find out what the new tax, IRA, and Social Security limits are for 2025 with host Johnny Dean and Rick "The Professor" Plum, CFP® on this week's episode of Managing Your Financial Future!
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