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Jim and Andy join Jay Rudolph on the Plumb Line Radio Show for a practical conversation on giving generously and tax-efficiently in retirement and the years leading up to it.
Jim and Andy join Jay Rudolph on the Plumb Line Radio Show for a practical conversation on giving generously and tax-efficiently in retirement and the years leading up to it. They cover Donor Advised Funds, Qualified Charitable Distributions, charitable "bunching," recent SALT deduction changes, and estate and gift tax planning — real-world ideas for anyone thinking about how their giving and their tax strategy fit together.
