Latest / Pivot with Darryl Lyons
What Are the Smartest Ways to Give to Charity?
What are the smartest ways to give to charity while also being tax efficient?
Many people want to be generous. But what if the biggest obstacle to giving strategically isn't a lack of desire - it's behavior, emotion, and not knowing the right financial tools?
In this episode of Retire in Texas, Darryl Lyons explores the intersection of charitable giving, tax strategy, and behavioral finance. He breaks down three powerful giving tools - donor-advised funds, qualified charitable distributions (QCDs), and donating appreciated stock - and explains how each one can help individuals and retirees…
The skinny
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