• Episode 119: Retiring Generously Episode 6: Tax-Efficient Beneficiary Designations

  • Dec 14 2023
  • Length: 11 mins
  • Podcast

Episode 119: Retiring Generously Episode 6: Tax-Efficient Beneficiary Designations

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  • Summary

  • We’ve covered a lot of ground in the first few episodes. We’ve talked about a couple of different strategies for tax-efficient giving. We talked about ideas that specifically benefit charitable organizations. We talked about ideas that specifically benefit the next generation, likely your children. And today we are going to explore some ways to benefit both. As an added bonus, some of these ideas may be more beneficial to you as well. I’m talking about tax-efficient beneficiary designations. Don’t worry, it sounds a lot fancier than it really is. Let’s get into the nuts and bolts of it.
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