Hi guys, Welcome to the Advanced Video Search Engine, and you are watching Donor Advised Funds - The Secret Weapon for Tax-Efficient Charitable Giving. That video is uploaded by James Conole, CFP® at 2023-09-19T10:00:42-07:00. We are promoting this video only for entertainment and educational purpose only. So, I hope you like & enjoy it. [z2Y3yEK4qJc]
| Name | Donor Advised Funds - The Secret Weapon for Tax-Efficient Charitable Giving |
| Video Uploader | Video From James Conole, CFP® |
| Upload Date | This Video Uploaded At 19-09-2023 17:00:42 |
| Video Discription | The majority of people who participate in some level of charitable giving in retirement aren't getting a tax deduction for any of it. While external reasons should drive charitable giving, you should absolutely look to maximize the tax effectiveness of any giving you're already doing. In this episode, James covers how to optimize your tax benefits, detailing donor-advised funds, an often-overlooked tool for maximizing your tax benefits. Learn about when to write off cash contributions, gift appreciated securities, and how your mortgage can play a role in the deductibility of your giving. Questions answered: What should you do differently with your tax strategy when making charitable donations? When does a donor-advised fund make sense for you? ======================= Learn the tips & strategies to get the most out of life with your money. Get started today → https://www.rootfinancialpartners.com/ 🔔 Make sure to subscribe here to be notified for future videos! https://www.youtube.com/channel/UCBNdQfS-fzODmYb8Hkr4egA?sub_confirmation=1 _ _ 👥 Make sure to connect with us on all socials below → https://beacons.ai/rootfinancialpartners ⏱Timestamps:⏱ 0:00 Intro 1:28 Deductions 4:02 Why it matters 6:15 Donor advised fund 11:03 Important information 14:16 When does it make sense? 17:43 When does it not make sense? 23:09 Outro Other videos we think you'll like: About Root: https://www.youtube.com/watch?v=ZPy7Qlmemy8&t=1s Worried about retirement? Start here: https://www.youtube.com/watch?v=c1dCo73XTw4&t=1s z2Y3yEK4qJc |
| Category | Education |
| Tags | investing | retirement planning | tax planning | financial planning | retirement | personalfinance | taxes | dividend investing | financial planning at 50 | how do I retire? | long-term investing | financial planning at 60 | roth conversions | roth ira | IRA | individual retirement account | benefits of investing | pros and cons of investing | donor advised fund | financial education |
