Charitable Giving and the New Tax Code: Interview with Jeff DeMaso and Rick Winters - Adviser Investments

Charitable Giving and the New Tax Code: Interview with Jeff DeMaso and Rick Winters

April 19, 2018

Episode Description

What impact will the new tax code have on your financial planning and your legacy? Here are some strategies to consider.

format_quoteformat_quote

A donor-advised fund helps you stay invested. And if you don't ever really push it out to a charity, you can turn it into a substantial account for legacy planning.


Rick Winters

Vice President

About The Adviser You Can Talk To Podcast

It’s never too soon to become a more informed investor. In these exclusive podcasts from Adviser Investments, Chairman Dan Wiener and our team of experienced investment professionals discuss timely and informative topics for investors like you.

Subscribe & Follow

The Adviser You Can Talk To Podcast

85 Wells Avenue, Suite 109
Newton, MA, 02459

info@adviserinvestments.com 1.800.492.6868

Adviser Investments' logo is a registered trademark of Adviser Investments, LLC.