Craig Wear, CFP®Craig Wear, CFP® | Expert in Roth Conversions & Tax-Efficient Retirement Strategies for IRA Millionaires

How to use Charitable Donations to Minimize Taxes

24 Oct 2024 · 0 min

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0:23

Craig Wear, CFP® explains how charitably minded individuals can combine donor-advised funds (DAFs) and charitable donations with Roth IRA conversions to reduce taxes. He suggests pre-funding donations via DAFs while executing large Roth conversions so charitable intent and tax mitigation align.

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