This season of giving is the perfect time to support the causes you care about while also maximizing your tax savings.
In my latest video, I share:
✅ How to make tax-deductible donations
✅ Benefits of donating stock or using Donor-Advised Funds
✅ How retirees can use QCDs to reduce taxes
Liberty One Wealth Advisors is a Registered Investment Advisory firm located in the state of Pennsylvania. Any opinions expressed are derived from sources generally believed to be reliable and is provided for informational purposes only. It does not constitute any form of advice or recommendation to buy or sell any securities, adopt any investment strategy discussed or invest in any specific product. Nothing contained in this podcast constitutes investment, legal, tax or other advice and is not to be relied on in making an investment or other decision. Please contact your financial advisor if you have any questions or would like to discuss the content of this podcast.