A short advisor-led YouTube video by Craig Wear, CFP® introducing considerations for making charitable donations alongside Roth conversions. The speaker frames the topic as practical advice for deciding how much to convert to a Roth while factoring in charitable giving.
Hey there. This is Craig Weir again. I just thought I'd shoot a quick video. Just some information for things that you should consider when you're looking at making charitable donations and doing Roth conversions, or if maybe the thought hadn't occurred to you and you're considering doing Roth conversions, why you maybe would want to think about doing charitable contributions alongside those and kind of what all the some of the different factors that kind of should be in your mind and in the background as you're trying to decide how much Roth conversion to do.
