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.

Share with a friend:

Podcast released on April 19, 2018. This podcast is for informational purposes only. Information and events discussed, as well as the job tiles, job functions and employment of the podcast’s participants with respect to Adviser Investments, LLC may have changed since this podcast was released. For more information on each individual featured in this podcast, see the Our People section of our website.
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.