Tax-Smart Giving | Pension Planning

About this episode

This episode discusses new charitable giving rules affecting tax bills and explores pension planning strategies for retirees.

Episode 646: Whether you itemize or take the standard deduction, new charitable giving rules could affect your tax bill. Learn what’s changing in 2026. Then, discover why having a pension changes retirement planning, but doesn’t eliminate it, and explore strategies that can help military and public-sector retirees make the most of the benefits they’ve earned.

People in this episode

Host: Richard Young

Topics covered

• charitable giving
• tax planning
• pension planning
• retirement strategies
• military benefits
• public-sector retirement

Keywords

• tax-smart giving
• charitable contributions
• pension
• retirement planning
• military retirees
• public-sector retirees
• tax bill
• deduction
• 2026 changes

Mentioned in this episode

Organizations: Richard Young Advisors

Places: military, public-sector

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