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IRA Giving | Aging Finances

IRA Giving | Aging Finances

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Episode 627: John and Ryan explain practical ways to use IRA beneficiary planning to support charities while reducing unnecessary taxes. Then, learn practical steps families can take to help aging loved ones avoid costly financial mistakes, scams, and exploitation before serious damage is done.

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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.