Episode Details
Back to EpisodesA Complete Guide To Tax Savings With Charitable Giving (HUGE Tax Deduction)
Description
In today's episode of the Early Retirement Podcast, Ari discusses how you can save hundreds of thousands of dollars in taxes and millions of dollars in growth by pairing a Donor-Advised Fund with a Roth Conversion.
Questions answered:
- How can I effectively implement Roth Conversions?
- What are the biggest benefits of a Donor-Advised Fund?
- What is the best strategy to save on taxes when I do charitable giving?
Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement).
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Ari Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.