10-30-26 Smart Tax Strategies for Year-End Charitable Giving

Podcast: The Real Investment Show Podcast · Lance Roberts

Opublikowano: 2026-10-30

Halloween candy, Christmas shopping, and year-end tax planning collide in this episode of Financial Fitness Friday, as the conversation turns from candy corn and holiday traditions to charitable giving strategies that could you reduce your tax burden. With changes under the One Big Beautiful Bill (OBBB), understanding charitable contribution deductions, itemizing versus taking the standard deduction, and qualified charitable distributions (QCDs) is increasingly important for taxpayers planning their year-end finances. The discussion explores how donor-advised funds can help families make charitable contributions today while distributing donations to their favorite organizations in future years. Richard Rosso & Jonathan McCarty also examine how...