Episode 9 – Charitable Planning Can Be a Win-Win-Win



Is giving to charity one of your financial goals?

If so, you’ll be happy to discover the many benefits that your donations can bring—not only to the receiver but to you and your family!

In today’s episode, Peter Raskin shares his expertise in charitable giving and how it can be a win-win-win for all involved.

In this episode, you will learn:

  • How you can make charitable contributions from your IRA (as long as you meet two requirements from the IRS)
  • About the advantages of using a tax-exempt irrevocable trust
  • Why you may want to consider taking out a life insurance policy if you’re concerned that your charitable giving will cost your children some of their inheritance
  • Why it’s important to work with a financial advisor if you’re planning large charitable contributions for an extended period of time
  • And more!

Tune in and learn how charitable giving can benefit you in your wealth journey!

Resources:  Raskin Planning Group

Disclosure: The is not intended to be a substitute for professional investing advice always seek the advice of your financial adviser or other qualified financial service provider with any questions you may have regarding your investment planning.

Peter Raskin is a registered representative of Lincoln Financial Advisors.
Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Raskin Planning Group is not an affiliate of Lincoln Financial Advisors.

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances

CRN-2243287-091418