On this episode of “The Retirement Income Hour,” host Mark Falter discusses actionable ways to approach tax planning during retirement, emphasizing tools like qualified charitable distributions, appreciated stock donations and gifting vehicles to support impactful causes. Featured guest Terry Megli, CEO of City Union Mission, shares insights on addressing homelessness in Kansas City and details the organization’s upcoming 100th anniversary celebration. The episode also explores strategies for managing portfolio risk and the shift to income-focused investments for retirees, providing informational guidance to listeners navigating their financial futures.
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