Nest Egg!

One Big Beautiful Way to Give to Charity

Lori Zager & Lisa James of 2X Wealth Group

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0:00 | 16:17

In this episode, Lisa James and Lori Zager dive into the significant tax advantages of donating appreciated stock directly to charity, explaining how this strategy allows you to both avoid capital gains tax and receive a charitable deduction, effectively increasing your giving power. They walk through the practical mechanics of transferring securities to charitable organizations and highlight common pitfalls to avoid.

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