#116 The Strategic Role of Qualified Charitable Distributions in Retirement
Listen to the Full Episode: How can Qualified Charitable Distributions in Retirement help you give strategically and reduce taxes? In this podcast episode, Christian and
Effective Tax Planning can help you minimize your tax liability and maximize your retirement income. We guide you through understanding the tax implications of your federal benefits, TSP withdrawals, and other retirement income sources.
Explore these topics to build a solid foundation for your retirement. For deeper insights, don’t forget to check our podcasts and articles!
Listen to the Full Episode: How can Qualified Charitable Distributions in Retirement help you give strategically and reduce taxes? In this podcast episode, Christian and
Listen to the Full Episode: Ready to secure your federal retirement? In this podcast episode, Micah and Christian discuss essential steps to secure your federal
Listen to the Full Episode: Navigating federal retirement benefits can be complex, but understanding FERS contribution rates is key. These rates determine your eligibility, pension
Listen to the Full Episode: Understanding how to navigate taxes in retirement is crucial for preserving your hard-earned income. From Roth conversions to Qualified Charitable
Listen to the Full Episode: Planning for your retirement requires a solid understanding of your options. Discover the best strategies for managing your Thrift Savings
Hello PYFR team! I love the podcast and appreciate it and all the resources you offer. My question is about taxes on the pay-out of
Listen to the Full Episode: It is time to discuss retirement planning, cash flow management, and potential retirement expenses! In this special episode, Micah leads
Listen to the Full Episode: Are you ready to retire without looking back? Let’s discuss essential strategies for retirees to ensure they can enjoy a
My husband was retired in May of 2020 at age 65 after 20 years of service with the FBI. We kept our health, vision and
Listen to the Full Episode: Listen to this week’s recap episode with Sierra Steele and learn about the most common things clients miss when talking
Listen to the Full Episode: This episode is all about some interesting real-life client stories in the world of retirement planning that happened during this
“should I delay my social security and let my wife draw it until my FRA? I planned on drawing at 62 anyways. I am retired navy and
Listen to the Full Episode: Listen to this week’s recap episode with Sierra Steele and make sure you know how to manage your Year-End Tax
Listen to the Full Episode: As the year winds down, it’s time to get proactive about your finances and tax planning! Join us as we
“If I retire after age 62, and supplement my monthly FERS pension by making small withdrawals from my Traditional TSP (assume $2,000/ month), would IRS
Listen to the Full Episode: How do you know what to have in savings? Learn all about great tips on how to organize your savings
Listen to the Full Episode: How many months’ worth of living expenses do you need to have saved up and why? Do you have emergency
“I am turning 62 and I am drawing disability FERS. Can I draw social security and FERS together? And will my FERS change when I
Listen to the Full Episode: What if you erroneously select an annuity from the TSP instead of a withdrawal from it, can you reverse that
Listen to the Full Episode: Net vs. Gross income. Which one hits the door of your bank account? Changes regarding insurance? Life insurance, health insurance…
Listen to the Full Episode: How can Qualified Charitable Distributions in Retirement help you give strategically and reduce taxes? In this podcast episode, Christian and
Listen to the Full Episode: Ready to secure your federal retirement? In this podcast episode, Micah and Christian discuss essential steps to secure your federal
Listen to the Full Episode: Navigating federal retirement benefits can be complex, but understanding FERS contribution rates is key. These rates determine your eligibility, pension
Listen to the Full Episode: Understanding how to navigate taxes in retirement is crucial for preserving your hard-earned income. From Roth conversions to Qualified Charitable
Listen to the Full Episode: Planning for your retirement requires a solid understanding of your options. Discover the best strategies for managing your Thrift Savings
Hello PYFR team! I love the podcast and appreciate it and all the resources you offer. My question is about taxes on the pay-out of
Listen to the Full Episode: It is time to discuss retirement planning, cash flow management, and potential retirement expenses! In this special episode, Micah leads
Listen to the Full Episode: Are you ready to retire without looking back? Let’s discuss essential strategies for retirees to ensure they can enjoy a
My husband was retired in May of 2020 at age 65 after 20 years of service with the FBI. We kept our health, vision and
Listen to the Full Episode: Listen to this week’s recap episode with Sierra Steele and learn about the most common things clients miss when talking
Listen to the Full Episode: This episode is all about some interesting real-life client stories in the world of retirement planning that happened during this
“should I delay my social security and let my wife draw it until my FRA? I planned on drawing at 62 anyways. I am retired navy and
Listen to the Full Episode: Listen to this week’s recap episode with Sierra Steele and make sure you know how to manage your Year-End Tax
Listen to the Full Episode: As the year winds down, it’s time to get proactive about your finances and tax planning! Join us as we
“If I retire after age 62, and supplement my monthly FERS pension by making small withdrawals from my Traditional TSP (assume $2,000/ month), would IRS
Listen to the Full Episode: How do you know what to have in savings? Learn all about great tips on how to organize your savings
Listen to the Full Episode: How many months’ worth of living expenses do you need to have saved up and why? Do you have emergency
“I am turning 62 and I am drawing disability FERS. Can I draw social security and FERS together? And will my FERS change when I
Listen to the Full Episode: What if you erroneously select an annuity from the TSP instead of a withdrawal from it, can you reverse that
Listen to the Full Episode: Net vs. Gross income. Which one hits the door of your bank account? Changes regarding insurance? Life insurance, health insurance…
Listen to the Full Episode: How can Qualified Charitable Distributions in Retirement help you give strategically and reduce taxes? In this podcast episode, Christian and
Listen to the Full Episode: Ready to secure your federal retirement? In this podcast episode, Micah and Christian discuss essential steps to secure your federal
Listen to the Full Episode: Navigating federal retirement benefits can be complex, but understanding FERS contribution rates is key. These rates determine your eligibility, pension
Listen to the Full Episode: Understanding how to navigate taxes in retirement is crucial for preserving your hard-earned income. From Roth conversions to Qualified Charitable
Listen to the Full Episode: Planning for your retirement requires a solid understanding of your options. Discover the best strategies for managing your Thrift Savings
Hello PYFR team! I love the podcast and appreciate it and all the resources you offer. My question is about taxes on the pay-out of
Listen to the Full Episode: It is time to discuss retirement planning, cash flow management, and potential retirement expenses! In this special episode, Micah leads
Listen to the Full Episode: Are you ready to retire without looking back? Let’s discuss essential strategies for retirees to ensure they can enjoy a
My husband was retired in May of 2020 at age 65 after 20 years of service with the FBI. We kept our health, vision and
Listen to the Full Episode: Listen to this week’s recap episode with Sierra Steele and learn about the most common things clients miss when talking
Listen to the Full Episode: This episode is all about some interesting real-life client stories in the world of retirement planning that happened during this
“should I delay my social security and let my wife draw it until my FRA? I planned on drawing at 62 anyways. I am retired navy and
Listen to the Full Episode: Listen to this week’s recap episode with Sierra Steele and make sure you know how to manage your Year-End Tax
Listen to the Full Episode: As the year winds down, it’s time to get proactive about your finances and tax planning! Join us as we
“If I retire after age 62, and supplement my monthly FERS pension by making small withdrawals from my Traditional TSP (assume $2,000/ month), would IRS
Listen to the Full Episode: How do you know what to have in savings? Learn all about great tips on how to organize your savings
Listen to the Full Episode: How many months’ worth of living expenses do you need to have saved up and why? Do you have emergency
“I am turning 62 and I am drawing disability FERS. Can I draw social security and FERS together? And will my FERS change when I
Listen to the Full Episode: What if you erroneously select an annuity from the TSP instead of a withdrawal from it, can you reverse that
Listen to the Full Episode: Net vs. Gross income. Which one hits the door of your bank account? Changes regarding insurance? Life insurance, health insurance…
Listen to the Full Episode: How can Qualified Charitable Distributions in Retirement help you give strategically and reduce taxes? In this podcast episode, Christian and
Listen to the Full Episode: Ready to secure your federal retirement? In this podcast episode, Micah and Christian discuss essential steps to secure your federal
Listen to the Full Episode: Navigating federal retirement benefits can be complex, but understanding FERS contribution rates is key. These rates determine your eligibility, pension
Listen to the Full Episode: Understanding how to navigate taxes in retirement is crucial for preserving your hard-earned income. From Roth conversions to Qualified Charitable
Listen to the Full Episode: Planning for your retirement requires a solid understanding of your options. Discover the best strategies for managing your Thrift Savings
Hello PYFR team! I love the podcast and appreciate it and all the resources you offer. My question is about taxes on the pay-out of
Listen to the Full Episode: It is time to discuss retirement planning, cash flow management, and potential retirement expenses! In this special episode, Micah leads
Listen to the Full Episode: Are you ready to retire without looking back? Let’s discuss essential strategies for retirees to ensure they can enjoy a
My husband was retired in May of 2020 at age 65 after 20 years of service with the FBI. We kept our health, vision and
Listen to the Full Episode: Listen to this week’s recap episode with Sierra Steele and learn about the most common things clients miss when talking
Listen to the Full Episode: This episode is all about some interesting real-life client stories in the world of retirement planning that happened during this
“should I delay my social security and let my wife draw it until my FRA? I planned on drawing at 62 anyways. I am retired navy and
Listen to the Full Episode: Listen to this week’s recap episode with Sierra Steele and make sure you know how to manage your Year-End Tax
Listen to the Full Episode: As the year winds down, it’s time to get proactive about your finances and tax planning! Join us as we
“If I retire after age 62, and supplement my monthly FERS pension by making small withdrawals from my Traditional TSP (assume $2,000/ month), would IRS
Listen to the Full Episode: How do you know what to have in savings? Learn all about great tips on how to organize your savings
Listen to the Full Episode: How many months’ worth of living expenses do you need to have saved up and why? Do you have emergency
“I am turning 62 and I am drawing disability FERS. Can I draw social security and FERS together? And will my FERS change when I
Listen to the Full Episode: What if you erroneously select an annuity from the TSP instead of a withdrawal from it, can you reverse that
Listen to the Full Episode: Net vs. Gross income. Which one hits the door of your bank account? Changes regarding insurance? Life insurance, health insurance…
Advisory services offered through Shilanski & Associates, Inc., an Investment Adviser doing business as “Plan Your Federal Retirement”. Plan Your Federal Retirement is not employed by the United States Federal Government and does not represent the United States Federal Government. All content on this site if for information purposes only. This website is not personalized investment advice. Securities investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful. Please review our Customer Relationship Summary (Form ADV Part 3) for important information about our services and fees.
Opinions expressed herein are solely those of Shilanski & Associates, Incorporated, unless otherwise specifically cited. Material presented is believed to be from reliable sources, and no representations are made by our firm as to other parties, informational accuracy, or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.
Content provided herein is for informational purposes only and should not be used or construed as investment advice or recommendation regarding the purchase or sale of any security. There is no guarantee that any forward-looking statements or opinions provided will prove to be correct. Securities investing involves risk, including the potential loss of principle. There is no assurance that any investment plan or strategy will be successful.
Copyright © 2024 Shilanski & Associates, Inc.