The Smart Take:
What a year 2020 was. Pandemic. Contested elections. Civil unrest. Rollercoaster investment markets.
As Churchill wrote, “Those that fail to learn from history are doomed to repeat it.” Listen to Kevin discuss investment lessons you can learn from 2020 to be a smarter investor and keep your retirement on track for years to come.
Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth’s CFP® Professionals.
6:48 – Making Direct Gifts Of Stocks, Or Shares Of Mutual Funds
10:58 – Navigating Donor-Advised Funds
22:05 – Using IRA Money
26:29 – Two More Considerations For QCDs
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