• Episode 121: Retiring Generously Episode 8: Charity Begins At Home

  • Dec 21 2023
  • Length: 10 mins
  • Podcast

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Episode 121: Retiring Generously Episode 8: Charity Begins At Home

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  • Summary

  • On today's epiosode we explore some outside the box ideas to help family and friends with two big financial burdens. Medical expenses and tuition expenses. By using direct payments to the provider or institution, you exclude the gift from your gift tax return, which allows you to be more generous in other areas. After all, if you are planning to be charitable in retirement, remember charity begins at home. Someone once said that, and it sounds good to me.
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