PLAY PODCASTS
Donor Advised Funds - How & When To Use Them
Episode 51

Donor Advised Funds - How & When To Use Them

Retirement Answers

December 19, 202320m 23s

Audio is streamed directly from the publisher (media.transistor.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.

Show Notes

I've had a few questions about charitable giving lately, so in today's episode, I am talking about Donor Advised Funds. We will discuss:

  • What they are
  • How they work
  • Why you would use one
  • When you would use one

I walk you through two examples of how this charitable giving strategy will help save you taxes and be able to give more the church or charities you love!

***Help me make the show better in 2024. Fill out this quick survey!

Want help with your retirement plan?👇🏼
☎️ Book a call with me
✉️ Email me: [email protected]

My YouTube Channel 
Submit your question here: [email protected]

#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity

Topics

retirementinvestingretirement planningsocial securitytaxestax