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Ask a YFP CFP® #85: How can I maximize the tax benefits of donor advised funds?
Manage episode 302674519 series 1474130
Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, takes this question from Lucas in Louisville, Kentucky: How can I maximize the tax benefits of donor advised funds?
Mentioned on the Show:
- YFP Planning: Financial Planning for Pharmacists
- XY Planning Network
- Fidelity Charitable
- Vanguard Charitable
- Schwab Charitable
- Send in your questions here or to info@yourfinancialpharmacist.com
Disclaimer: This podcast is intended for educational purposes and should not be considered financial or investment advice as we do not know all the variables to one's personal situation when answering a question.
636 епізодів
Manage episode 302674519 series 1474130
Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, takes this question from Lucas in Louisville, Kentucky: How can I maximize the tax benefits of donor advised funds?
Mentioned on the Show:
- YFP Planning: Financial Planning for Pharmacists
- XY Planning Network
- Fidelity Charitable
- Vanguard Charitable
- Schwab Charitable
- Send in your questions here or to info@yourfinancialpharmacist.com
Disclaimer: This podcast is intended for educational purposes and should not be considered financial or investment advice as we do not know all the variables to one's personal situation when answering a question.
636 епізодів
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