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

Maximize Your Charitable Impact with Donor Advised Funds

9 Aug 2024 · 0 min

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0:23

A brief spoken excerpt from Craig Wear, CFP® noting that donor advised funds (DAFs) are a charitable strategy that can be used alongside Roth conversions. The speaker directs viewers to his website and podcast for more detailed episodes on DAFs and charitable giving.

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