In this episode of the LearnLikeaCPA Podcast, host Ryan Bakke dives into the topic of charitable giving within taxable brokerage accounts. Learn how to maximize your tax efficiency while making a positive impact through charitable donations.In this episode, we'll cover:- Understanding the benefits of charitable giving within taxable brokerage accounts- How donating appreciated stock can reduce your capital gain exposure- Exploring a real-life example to illustrate the tax-saving potential- Long-term strategies for optimizing charitable contributions- The importance of replenishing your brokerage account after making donations
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Timestamps:
[00:00:00] Intro
[00:00:47] Donate appreciated stock for tax deduction benefits.
[00:03:42] Donating $10,000 reduces taxable capital gains.
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*None of this is meant to be specific investment advice, it's for entertainment purposes only.
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