3 Jun 2025 09:00

Episode #53 - Retirement Account Beneficiary Designations

This week's episode explores the most tax-efficient way under current US law to make a charitable gift from your estate. Spoiler! It's the beneficiary designation on your qualified retirement account.

Website: www.thesavvyphilanthropist.podbean.com

LinkedIn: https://www.linkedin.com/in/kirk-ross/

X: @rossplan

Email: [email protected]


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