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Stay Wealthy Retirement Show

Aug 6, 2019

Due to recent tax reform, only 10% of Americans itemized their deductions in 2018 compared to 30% in 2017.

This has significantly impacted the tax benefits of charitable giving. Or has it?  

In today's episode, I'm discussing:

  1. Exactly what a Donor-Advised Fund is in its simplest form
  2. Who is the right fit for using a Donor-Advised Fund
  3. If you are a potential candidate, what the absolute best strategy is for funding one
  4. Where to open a Donor-Advised Fund + a handful of really important things to look out for

Show Notes & Links: 

DISCLAIMER: This podcast is for informational and entertainment purposes only and should not be relied upon as a basis for investment decisions. This podcast is not engaged in rendering legal, financial, or other professional services. Speak to your tax professional and financial advisor before taking any action.