Charitable Giving & Taxes in Retirement: What Federal Employees Need to Know
Автор: Capital Financial Planners
Загружено: 2026-01-27
Просмотров: 706
Описание:
Many federal employees are naturally charitably inclined—but did you know that generosity can significantly impact your retirement tax strategy?
In this video, we explore how charitable giving fits into retirement planning for federal employees and retirees. Certain tax strategies—like Roth conversions—may not always be the best move if you plan to donate a meaningful portion of your retirement assets. Understanding how charities are taxed (or not taxed) can help you keep more money working for the causes you care about.
With thoughtful planning, you can align your generosity with a tax-efficient retirement strategy—allowing you to do more good with the money you’ve earned.
👉 Learn more about retirement planning strategies for federal employees and retirees by visiting our website or scheduling a complimentary Retirement Readiness Meeting.
Disclaimer:
Content in this video is for general information only and is not intended to provide specific tax, legal, or investment advice. Please consult with a qualified tax advisor or financial professional regarding your individual situation.
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#CharitableGiving #TaxPlanning #RothConversion #QualifiedCharitableDistribution #QCD #DonorAdvisedFund #TSP
#FERS #RetirementTaxes #FinancialPlanning #TaxEfficientRetirement #capitalfinancialplanners #retfed
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