Retirement Made Simple
Retirement Made Simple
Kevin Lum
RETIREMENT MADE SIMPLE is a retirement podcast about planning for retirement without worry, but it’s about more than simply the tools to retire. It’s about taking control of your financial future so you can live your retirement on purpose. We are going to reveal the secrets of financial world and answer your questions about your 401k, life insurance and all the other confusing money things. Our goal is to help you have more clarity and confidence about your money — so you can enjoy your retirement without worry.
A Few Missings Words Can Cost You a Massive Tax Deduction
The IRS recently disallowed a charitable donation, because the donor was missing just a few simple words. And it turns out a lot of donors are making the exact same mistake. In this video I'll walk through the mistake a widow made that cost her a $464,000 tax deduction because her tax paperwork lacked a few key words and tell you how to avoid the same mistake. We'll walk through the key things you need to know whether you're contributing $500 or $500,000.00.
Aug 5, 2022
10 min
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