Where Donor Advised Funds are helping.

On this week's Money Matters, Scott and Pat discuss the promising ways that charitable giving changed in 2020.

Scott and Pat advise a caller concerned about means testing who wants to know when he should collect Social Security. A Utah man with $340,000 saved from a home sale asks if he should use the money to pay down the mortgage on another new home. A mother with $2 million in a 401(k) asks how she can create a tax-efficient inheritance for her daughter. Scott and Pat advise a South Carolina man about buying a second rental property. Finally, a caller asks how she can help her daughter save $12,000.

Ask a question by clicking here, or email Scott and Pat at [email protected].

Download and rate our podcast here.