Episode 029:
October 4, 2021
Have you heard the acronym “QCD”? Derek explains what qualified charitable distributions are and describes how retirees could potentially lower their tax exposure by using these strategically.
Resources Mentioned:
The Novice and The Nerd Podcast Episode 26: Child Tax Credits, Why Companies Go Public & AMC Stock
The Novice and The Nerd Podcast Episode 8: The CARES Act
Social:
Follow us on Facebook
Follow us on LinkedIn
Follow Derek on Twitter
Subscribe here:
iTunes
Google Play
Stitcher
The information contained in this podcast is not intended as investment, tax or legal advice. StrategicPoint Investment Advisors (SPIA) assumes no responsibility for any action or inaction resulting from the contents herein. Derek and Laura’s opinions and comments expressed on this site are their own and may not accurately reflect those of the firm. Third party content does not reflect the view of the firm and is not reviewed for completeness or accuracy. It is provided for ease of reference.
Certain statements contained herein may be statements of future expectations and other forward-looking statements that are based on SPIA’s current views and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. In addition to statements which are forward-looking by reason of context, the words “may, will, should, expects, plans, intends, anticipates, believes, estimates, predicts, potential, or continue” and similar expressions identify forward-looking statements. Forward-looking statements necessarily involve risks and uncertainties, and undue reliance should not be placed on them. There can be no assurance that forward-looking statements will prove to be accurate, and actual results and future events could differ materially from those anticipated in such statements. SPIA assumes no obligation to update any forward-looking information contained herein.