• Episode 120: Retiring Generously Episode 7: When To Itemize Your Charitable Donations

  • Dec 19 2023
  • Length: 10 mins
  • Podcast

Episode 120: Retiring Generously Episode 7: When To Itemize Your Charitable Donations

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  • Summary

  • When does it make sense to itemize deductions? Well, if you are far exceeding the standard you’ll want to itemize. But you can also look at opportunities to “bunch” charitable donations. Sounds pretty simple, right? We all know that the tax code is anything but simple, so you need to make sure that your tax preparer is totally on board before you employ a bunching strategy. Learn more on today's episode.
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