Episode 347 - Year-Ending Charitable Planning and Smart Giving

Published: Dec. 11, 2023, 3:02 a.m.

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Giving can be a good thing,\\xa0so on today\\u2019s show we\\u2019ll discuss how you might do that and where might be the best place to utilize those funds. We\\u2019ll also continue by reviewing some deep and complex questions financial advisors asked Ed Slott at a recent conference in September. These questions will help with the everyday issues advisors are facing with their clients. Also, during our class last week, the Ed Slott team expressed their own frustrations with the complexity of new regulations and the questions still unanswered by the IRS. So we\\u2019ll shed some more light on these issues to hopefully help you navigate your finances and help with your ultimate best interest (no pun intended)!\\xa0

Tune in and take control!

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