Maximizing Charitable Giving Through QCDs

Family First Retirement

This week on Family First Retirement, the conversation focuses on the importance of charitable giving, particularly through Qualified Charitable Distributions (QCDs), and how they can benefit both the giver and the recipient. It also delves into the complexities of Medicare, including the differences between Medicare and Medicaid, and the various parts of Medicare. Additionally, the discussion covers pension strategies, particularly in light of recent trends such as the incorporation of Bitcoin into pension funds, and emphasizes the need for personalized financial planning.

For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com

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