End-of-Year Tax Moves with Roth IRAs & Donor-Advised Funds

On The Steve Gruber Show, Nick Hopwood, CFP® joined Steve to discuss the strategic advantages of Roth IRAs in managing income taxes, particularly as they relate to retirement planning. Nick highlighted how Roth accounts allow for tax-free growth and withdrawals, making them a key tool for minimizing future tax burdens.
The conversation also touched on Donor-Advised Funds (DAFs), with Nick explaining how they provide a smart way for individuals to make charitable contributions while gaining immediate tax deductions.
Together, they explored how integrating Roth conversions with DAFs can create a powerful strategy for both tax reduction and charitable giving, offering long-term financial benefits.
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