Nov. 25, 2022

Money Talk Podcast, Friday Nov. 25, 2022

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Show Notes

Landaas & Company newsletter December edition now available.

Advisors on This Week’s Show

Kyle Tetting

Art Rothschild

Mike Hoelzl

(with Max Hoelzl, engineered by Jason Scuglik)

In a special Thanksgiving Money Talk Podcast, investment advisors from Landaas & Company discuss wise ways investors can plan to charitably share their wealth. Among the topics:

Gifting appreciated securities
Qualified charitable distributions from retirement accounts
Donor-advised funds

Learn more
IRS Publication 526, Charitable Contributions
Charitable Contributions, IRS Tax Topic
An IRS FAQ on qualified charitable distributions from IRAs

ONLINE GUIDES FOR SCRUTINIZING CHARITIES:

BBB Wise Giving Alliance

Charity Navigator

Charity Watch

MARKET CLOSINGS FOR THE WEEK

Nasdaq – 11226, up 80 points or 0.7%
Standard & Poor’s 500 – 4026, up 60 points or 1.5%
Dow Jones Industrial – 34347, up 599 points or 1.8%
10-year U.S. Treasury Note – 3.7%, down 0.12 point

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