Great video! Enjoyed the discussion about donor advised funds. We did exactly that last year with appreciated Apple stock acquired through the employee stock purchase plan 15 years ago at ~$3.00 per share. It should fund most of our charitable giving for the next 8-10 years until we’re eligible to start Qualified Charitable Distributions from our IRA’s.
Overview question: Do you create a plan for clients, discuss it while turning it over to them and that's that, or do you re-do at regular intervals, say annually? More often? Less? Thank you.
I’m 6-months from retiring. I will be 58. Your UA-cam content has been more valuable than my financial planner. Thanks and keep it coming!
Early congratulations!
I am one of those people who listen and can’t see the video the whole time. Thanks for narrating the graphs and graphics.
100 percent agree. Great if you are driving or going for a walk!
Thanks for the video! Would love future videos walking through examples of each of the different out of estate options!
Great video! Enjoyed the discussion about donor advised funds. We did exactly that last year with appreciated Apple stock acquired through the employee stock purchase plan 15 years ago at ~$3.00 per share. It should fund most of our charitable giving for the next 8-10 years until we’re eligible to start Qualified Charitable Distributions from our IRA’s.
Thank you for mapping out the full situation with the donor advised fund. I know several people who do that.
Thanks Ari for another great video explained in easy to understand language!
Great video and discussion Ari! Very informative and easy to follow along, Larry, Central Valley, Ca.
Overview question: Do you create a plan for clients, discuss it while turning it over to them and that's that, or do you re-do at regular intervals, say annually? More often? Less? Thank you.
Here you go: ua-cam.com/video/bNAbDLXyai4/v-deo.htmlsi=oAObAYkCdtGsK7XE