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The Real Retirement Podcast


Sep 1, 2022

On today's episode, we discuss the amazing tax and gifting benefits of using a Donor Advised Fund (DAF).

 

Many people have not heard of this incredible strategy. A DAF opens the door to avoiding capital gains (yes, that's not a typo), increasing your charitable contributions without costing you more out of pocket, taking advantage of itemizing your deductions and getting credit for your donations - among much more.

 

For more content on how to retire confidently, head over to www.birchwoodcapital.com/writings

 

Show Notes:

 

Further Reading:

Don't buy your advisor a house! Did you know a traditional advisor could cost you $1.8 million in fees?

Q2 2022 Market Overview

Will Inflation Ruin My Retirement?