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Retirement Answer Man — Year-End Planning: The Basics of Charitable Giving
Not scored yet46m·2025-12-24·Money

Year-End Planning: The Basics of Charitable Giving

Retirement Answer Man · 623

In this Christmas Eve episode, Roger Whitney explores the basics of charitable giving as part of an intentional retirement plan, with a timely focus on year-end decisions. He explains how charitable deductions work, common planning mistakes to avoid, and why generosity is most effective when paired with a resilient…

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